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

To: fyodor_ who wrote (44825)	6/21/2001 9:05:16 AM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re:- The new 0.13µ mobile PIIIs is available in a large-cache version, which will offer a very nice performance boost, likely beating out the A4 (although I haven't seen any benchmarks either way). It will certainly have significantly lower power consumption. The rule in the industry has always been, unless you are going to quadruple cache, don't bother. Doubling cache will make a trivial difference. The specs have now been released and there is almost no difference in power consumption between .18 coppermine and .13 tualatin. That Intel has nothing better to produce with the early limited number of .13 wafer starts than PIIIs, including some as slow as 866MHZ, is striking. Either their new product lines are in complete disarray or their .13 transition is a failure. AMD's emergency effort to add SOI to their .13 process seemed to indicate that .13 on conventional wafers provides little or no benefit in terms of speed or power consumption. Intel's recent actions may be a confirmation. AMD lowered power consumption more from a re-layout of Athlon on an existing .18 CU process than Intel gained from a a re-layout and a move from .18 AL to .13 CU. - On the desktop, large parts of the market are still very conservative and continue to buy PIIIs only. Not P4s, not Athlons. Only PIIIs. Intel wants and needs these customers to migrate to the P4 platform. This is not accomplished by releasing a 1.2 or 1.3GHz PIII. So why build a $2.5 Billion dollar FAB and use it to crank out more 866MHZ PIIIs? I thought you said they wanted to move away from PIII. Dan