Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kash johal who wrote (33926)	3/28/2001 1:20:46 PM
From: Joe NYC	Read Replies (3) \| Respond to of 275872

Kash, Intels comes to bat next with its 0.13 micron. Lets see if they can home run, hit, bunt or strike out again. I think it is clear that there is going to be an improvement in clock speed. The sweet spot of the .18u will move from about 1.4 GHz in the past to 1.7 - 1.8 GHz by the end of the year, and .13u sweet spot will probably be at or above 2 GHz. I think Intel really has to move the entire desktop / server lines to P4 to remain competitive. Duron will soon be at 1 GHz for $100. The .18u Piii line is doomed. Tualatin may be fine for the notebook market, but I don't see Intel using the most desirable process technology, which initially will be in low supply for the low end market. Since the capacity on .13u will be limited, Intel will have to manufacture a lot of P4 on .18u Al process in Q3, Q4 and Q1 2001 to remain clock speed competitive, but the .18u parts have been duds, as you call them. I think AMD will have a very good environment for selling their CPU product for the next 2 to 3 quarters, before we face another round of Fear, Uncertainty and Doubt. Joe

To: kash johal who wrote (33926)	3/28/2001 1:48:51 PM
From: porn_start878	Read Replies (2) \| Respond to of 275872

Intels comes to bat next with its 0.13 micron. Lets see if they can home run, hit, bunt or strike out again Remember what happened last transition? you know the big shortage? and that was a way easier transition than the actual. Next transition to .10u should be easier, since most of the .13u tools can do it. I do not expect significant volumes before december'01, and there could be another shortage of high speed parts in Q1'02. Intel will first try the process on PIII and then start to move P4 around Q4, having production in Q1. AMD, OTOH, is very quick is it's transitions. At the end of Q1'02, they'll be 100% .13u at Dresden; they'll also be full capacity up there. 6000WSPW at .13u means a LOT of Tbred, It'll be a total mobile domination (PowerNow, 1.1V, 2.2V DDR memory), and AMD should take some serious steps in the corporate mobile market. The Hammer will be way slower to appear, and that is where the problem is. .13u P4 will see a high-end desktop "Window" during H1'02, until clawhammer come back and take back High-end Market share. Mid range will remain desktop Tbred's reign and low-end Morgan's reign. Max