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

To: jcholewa who wrote (37952)	5/1/2001 10:14:26 AM
From: Pravin Kamdar	Respond to of 275872

Very interesting article (ot): eet.com For example, a piece of silicon is drilled with a regular pattern of holes, which have a different dielectric constant from the surrounding silicon. It was found that a periodic pattern would act on light waves just as the periodic atomic structure of silicon creates bandgaps for electrons. Fascinating! Pravin.

To: jcholewa who wrote (37952)	5/1/2001 10:37:10 AM
From: dale_laroy	Respond to of 275872

"This may be 20/20 hindsight now, but when I believed it a year ago, it was 20/20 foresight" A year ago this was all history. Sure, anybody paying attention would have known that they were going with the i820 for 133 MHz, but did you expect them to actually shut off the supply of BX chipsets and have to recall all the i820 mobos? >> Imagine if Intel had not initiated the race to 1.0 GHz. >Then AMD would have had a rather solid performance advantage. In full niceguaic fashion, I point out that they would have had a solid edge and, in fact, they would have fabbed more parts if they didn't have to focus as much on ramping frequency.< AMD wanted to take their time getting to 1.0 GHz. Their target was 1.0 GHz in August of 2000. Intel's phantom introduction of 1.0 GHz decreased demand for the under 750 MHz P-III processors that Intel really could deliver in volume. As a result, Intel was forced to salvage these processors as Coppermine 128 processors instead of selling them as P-III processors, where they could have taken market share away from Athlon. Had Intel not pushed P-III above its true binning frequencies, there would have been no processor shortage.