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: porn_start878 who wrote (33943)	3/28/2001 1:57:00 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 275872

Max, 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. I wouldn't be surprised if 0.13u Tbred competes quite nicely with 0.13u P4. The Hammer family is gravy. Pravin.

To: porn_start878 who wrote (33943)	3/28/2001 2:00:02 PM
From: kash johal	Read Replies (2) \| Respond to of 275872

max, re:" 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. " I remember it very well -- made me a lot of money last year!! Intel tried the transition in existing production fabs. Limiting 0.25 capacity while 0.18 was flopping around. Intel remembers this too. They are madly ramping 0.13 in several BRAND SPANKING new FABS. And spending BILLIONS while they are at it. They are essentially betting Intels leadership position in processors on this ramp. It would be foolish however to count them out. But the heat is definately on them!!! regards, Kash