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

To: fyodor_ who wrote (17687)	11/5/2000 3:54:01 AM
From: dls6398	Read Replies (1) \| Respond to of 275872

qq{ - Mobile platforms: Despite rumors of 3W } [snip] Fyodor, thanks for the well-reasoned arguments. It's much nicer to read a rational presentation of someone's opinion that it is to read an unreasoning rant written by someone with an axe to grind. I am long on both INTC, and AMD, so I appreciate any information about either company. I can however do without the childish name calling on both sides by zealots. It's too bad we don't have a Penalty Box like TMF. Dave

To: fyodor_ who wrote (17687)	11/5/2000 11:37:19 AM
From: niceguy767	Read Replies (2) \| Respond to of 275872

fyodor: One year ago the INTC high end PC space was unassailable according to many here. The 1.2 gig Athy is quiet testimony of the error in thinking of many that prevailed just 12 months ago...AMD now has its sights set on the workstation, mobile and lowend server spaces for Y2001...I, for one, am not discounting the possibility of a level of success by AMD in these spaces in Y2001 that may even exceed their level of success in the high end PC space over the past 12 months... What many here seem to overlook, is that record revenues and earnings have accompanied the evolution of the "spry Athy"...If the "spry Athy" hadn't been profitable from the outset and was a drag on revenue growth and earnings, AMD might have a need to accelerate its entry into these other spaces...AMD is currently generating, not losses as occur with the introduction of most new products in their first year, but record revenues and earnings with the "spry Athy" derivative products...AMD will enter these new spaces when AMD has the best price/performance product to offer, as has been the case in the PC space...Again, with record revenues and earnings, AMD is not compelled to rush additional product to market, and imho, won't until such new product meets AMD's criteria of the best price/performance product in that new space...I suspect we'll know a little more about AMD's Y2001 plans for these new spaces over the course of the next week(Comdex) and month (DDR)...

To: fyodor_ who wrote (17687)	11/5/2000 11:55:47 AM
From: Gopher Broke	Read Replies (1) \| Respond to of 275872

The P6 core (possibly with more cache, memory controller, etc) on .13mu will easily pass 1GHz while consuming shockingly little of that precious juice. But will it be enough to compete with AMD's mobile offering at the time, presumably utilizing a .13 process and SOI? From my (admittedly non-technical) viewpoint I would expect that AMD should get the smaller mobile Duron core and smaller exclusive cache to be at least equivalent to the P3 in terms of core efficiency and then SOI will give a substantial additional power saving by eliminating leakage.