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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (15274)	10/20/2000 4:22:45 PM
From: Tony Viola	Read Replies (2) \| Respond to of 275872

Jim, >It's only running at 1.0 Ghz. Does the P3 become a low-end processor?" Eventually yes, mid to low end...as in X-box. If it's taken to .13u that means it will be around for a while... PIII on 0.13, that's Tualatin, right? Those should shadow P4 reasonably well, depending on when they come out. Tony

To: Jim McMannis who wrote (15274)	10/20/2000 4:29:24 PM
From: Andrew Shih	Respond to of 275872

RE: "Apparently Intel has no choice but to deal with the big gap in Mhz between P-IIIs and P4s. Out of one side of their mouth they will have to say "Mhz matters" and when they try and sell P3s it will have to be price/performance out of the other side." I think that this is exactly why I'm buying AMD. P4 will not be the revenue leader for Intel until early 2002 or so. Thus, the gap between P3 and P4 is a big problem for Intel and a huge opportunity for AMD. I'm not quite as optimistic as some here. I don't think AMD will have 33%+ of the market in 2 years. I do, however, think that they will have a very solid 25% or so longer term. The P3 will not be faster than 1.13 Ghz until the .13 shrink. That's about 9-12 months away until we see volume. Thus, for the next 9-12 months, there will be a big hole between the P4's 1.4 to 2.0 Ghz and the 1 Ghz P3's. -Andrew