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

To: THE WATSONYOUTH who wrote (43516)6/9/2001 1:50:16 AM
From: milo_moraiRespond to of 275872
 
With only 1 Fab at 130nm for INTC, and most of it should be producing Tualatin's, how can INTC produce Volumes of P4's on 130nm?

I think AMD is looking really good at this point going into the XMAS season firing on all Piston's.

INTC looks like it's "Back to the FUTURE" instead of Back to School sales and the Holiday season.

M.



To: THE WATSONYOUTH who wrote (43516)6/9/2001 2:16:08 AM
From: Charles RRead Replies (1) | Respond to of 275872
 
TWY,

<AMD really needs to be able to ramp the .13um bulk process by the 4th quarter if needed. >

AMD needs 0.13 in H1 2002 to get to mid-range in MHz terms. That is probably where the lion share of business is going to be. So AMD should do fine. AMD needs a marketing campaign to convince consumers that all MHz are not equal to get some momentum going into H2 2002. Otherwise, ASPs can slide rather dramatically.

Chuck


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