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

To: Daniel Schuh who wrote (23140)	12/21/2000 3:41:42 PM
From: combjelly	Respond to of 275872

"By this estimate, for whatever it's worth, nobody's got that much headroom to play will at this point" These figures match up pretty well with expectations. And this is fine for AMD, since the new generation is due out at any moment. Looks bad for the P4, however...

To: Daniel Schuh who wrote (23140)	12/21/2000 4:26:52 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Dan, Re: By this estimate, for whatever it's worth, nobody's got that much headroom to play will at this point. It's also interesting to see that the FAB30 copper process is much better than initially expected. While the old alluminium process runs pretty much out of steam at 1 GHz (theoretical the Durons should be better overclockable because of the smaller die) the copper Athlons achieve a 30% clock-speed advantage. That's pretty significant IMO. Without Dresden AMD would face serious problems to fulfill 1 GHz demand. Andreas