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

To: Jim McMannis who wrote (15713)	10/24/2000 12:20:25 PM
From: jcholewa	Read Replies (1) \| Respond to of 275872

> RE:"P4 won't be at 2GHz until June 2001 at the earliest. /Petz" > And where will AMD be? Say 1.6. That's 400 Mhz lead in absolute terms. Maybe not performance but whoever said > Wall Street was that smart. > Hence the strength in Intels stock today in spite of NSM. Um. You don't think AMD will be able to announce 1.6GHz until June? Given, I mean, that they've promised to announce 1.5GHz in January?     -JC

To: Jim McMannis who wrote (15713)	10/24/2000 1:40:28 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Jim, if AMD does 1.5 GHz in January, I have no doubt they will be at 1.8 in June. Maybe thats a big "if" though. OTOH, the CNet article by Spooner yesterday made it sound like 2 GHz may require 0.13u for P4. In that case, I'd doubt any significant P4 2 GHz volume until late Q3. The Spooner article also said that 1.7 would appear by the end of Q1. That means that for all of Q1, AMD and Intel should both be at 1.5, again IF the AMD promise (1.5 in January) is kept. Petz