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

To: EricRR who wrote (17203)	11/1/2000 6:51:05 PM
From: niceguy767	Respond to of 275872

EricRR: By the time, if ever, INTC gets to wherever it's going with their PIV, there is the very distinct possibility (in fact highly probable from my perspective)that whatever is produced by INTC will be significantly lagging in both price and performance (not unlike the current situation pitting "spry Athy" against PWeeiii) when compared to AMD's offering at that time... As they say "show me the money"...AMD keeps "showing the money" while INTC keeps promising, and without much success over the past 12 months, to do so...Same old Intel song, just a different orchestra!!!

To: EricRR who wrote (17203)	11/1/2000 6:51:50 PM
From: Pravin Kamdar	Read Replies (4) \| Respond to of 275872

Eric, They said they will be ramping 0.13u copper in early 2001. Since they don't plan on using it for P4 until Q4, they must want to use all of it for Itanium (where it is sorely needed). They must feel that high clock P4s can fend off Mustang using 0.18u through Q3. Pravin.