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: Paul Engel who wrote (41294)	5/27/2001 9:34:55 AM
From: dale_laroy	Read Replies (3) \| Respond to of 275872

>Or designing in Intel's new Tualatin - lower power yet faster than an AThWiper4US - and a LOT CHEAPER because of the 83 sq. mm die size vs. 128 sq. mm AthWiper4US?< Absolutely correct. It was a major blunder for AMD to delay introducing the small form factor Athlon 4. Tualatin will capture a large market share very rapidly, and AMD will not have another opportunity for a major coup until mobile Barton. Nevertheless, AMD did have 50% of the mobile market until about a year ago, and while mobile Athlon 4 may be fairly limited, except at depressing mobile PIII margins, mobile Duron will enable AMD to recapture the low end market that K6 once dominated.