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

To: Scumbria who wrote (33593)	3/27/2001 2:22:50 AM
From: THE WATSONYOUTH	Read Replies (3) \| Respond to of 275872

Intel is stockpiling 5GHz P4's right now. They can't find a crystal fast enough to drive it, so they are piling up on AG's desk. When they switch over to 0.13u, it will easily hit a THz, and the die size will be smaller than the head of a pin. Cut the posturing. I'm saying P4 could reach 2.7GHz in .13um. perhaps 6 months before AMD delivers any .13um Hammer. At some point, a .18um Palomino will lose out. Engel is right. They should have .13um Hammer first silicon by now if they expect to ship a totally new complex SOI design in the first quarter of next year. Do they??? THE WATSONYOUTH