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

To: Joe NYC who wrote (39466)	5/14/2001 1:03:41 AM
From: Jim McMannis	Respond to of 275872

RE:"Too bad that it will take forever to get the OEMS to switch to this part, which will over time negate many of the advantages, once Intel switches to .13u." I think Intel will lower mobile chip prices drastically ASAP. In the lunchroom at the mobile fabs they will sing "gotta get to Tualatin". At any rate...Compaq and Sony have the chips on board. HP should be next. Those 3 just about cover the B&M retail sector except for Toshiba. Intel will likely concentrate on keeping A4 out of Gateway notebooks. Dell will ask for better prices and get them. Ace in the hole is if A4 yields well, at 1 gig and more, mobile. AMD can play the Mhz game, at least until Tualatin. Something tells me .13u isn't going to be the piece of cake for Intel some have led us to believe. At this point it appears AMD has a couple of months to penetrate the mobile market before tualatin, maybe more. Jim