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

To: kash johal who wrote (37718)	4/28/2001 4:04:25 PM
From: kash johal	Read Replies (2) \| Respond to of 275872

thread, I think Intel is scrambling too. They just licensed NMTC's phase shift technology to utilize for their 0.13 runs :Numerical Licenses Chip Making Technology to Intel NEW YORK (Reuters) - Numerical Technologies Inc.(NasdaqNM:NMTC - news), whose products are used by semiconductor makers to build advanced microchips, on Monday said it had licensed its technology to top chip maker Intel Corp. (NasdaqNM:INTC - news) Shares of San Jose, Calif.-based Numerical closed up $3.25, or 21 percent, to $18.65 in trading on the Nasdaq after reaching a session high of $19.65. The stock is off a 52-week high of $67.31. The deal, which was valued in the millions of dollars, gives Intel the rights to use Numerical technology, and offers Numerical access to Intel's patents relating to some aspects of semiconductor production. Numerical's technology and software are used to produce microchips with components smaller than the wavelength of light. Smaller components make faster and more power-efficient semiconductors. Other companies to use Numerical's technologies are United Microelectronics Corp. (NYSE:UMC - news) and Vitesse Semiconductor Corp. (NasdaqNM:VTSS - news)

To: kash johal who wrote (37718)	4/28/2001 4:54:21 PM
From: AK2004	Respond to of 275872

Kash <edited> re: I just don't see AThlon/palomino holding up to PIV in early 2002. Would you care to say why? Seems like power consumption of p4 is through the roof and no .13um in sight and AMD might actually beat intel to .13 production. Benchmarks favor t-bird and palomino would not do worse so are you sure you did not get it backward? Regards -Albert <edited> lets not forget price/size advantage and the fact that it would be hard to fit p4 into a notebook. Maybe new intel's notebooks would be based on itanium