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

To: stribe30 who wrote (39638)	5/14/2001 5:10:45 PM
From: fyodor_	Respond to of 275872

Scott, I would actually high-light a different portion of what you just quoted ;-) Let's now remember that AMD released new processors for notebooks. When you look at the specs and realize the possible performance you will see that AMD's Mobile Athlon 4 launch can be seen as a very significant event. I would say that the ingredients are almost perfect for AMD to quickly gain a respectable share in the mobile market. The processor comes in two form factors, it provides good performance, it is not a power consumption hazard, it doesn't get too hot and the pricing is well chosen too. While Mobile Athlon 4 will attack Intel's Mobile Pentium III from above, Mobile Duron will make its life harder from below. We can certainly kiss Mobile Celeron goodbye very soon. Intel has already brought up the mobile Tualatin processor in its roadmap. It shows that Intel is well aware of the threat. All the mobile chips currently displayed would seem to be of the "standard" form factor. This is a pretty big disadvantage and was my primary concern with AMD's mobile launch so far (since it would completely preclude AMD from participating in the thin / ultra-thin markets). -fyo