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

To: milo_morai who wrote (18693)	11/11/2000 2:53:41 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

milo: "Yep ! and this ROADMAP looks really good to me also." Thanks...Can't be anything but another banner year if AMD can hold to this roadmap...Dell needs AMD!!!

To: milo_morai who wrote (18693)	11/11/2000 3:18:48 PM
From: andreas_wonisch	Read Replies (2) \| Respond to of 275872

Milo, Re: Intel will not be able to ramp any faster IMO. Of course they will. Current 1.5 GHz P4 production CPUs are already overclockable by a good margin and availability in retail(!) is decent. We will see 1.6-1.7 GHz in Q1 and >1.7GHz in Q2. AMD won't be able to keep up in terms of Megaherz. However, AMD will be very competitive in terms of performance and especially price/performance. This should be enough for 2001 because of the Rambus disadvantage for Intel. For 2002 better hope that Clawhammer can keep up in raw Megahertz -- that's what Joe Customer is looking for. Andreas