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

To: heatsinker2 who wrote (47235)7/12/2001 2:25:37 PM
From: Paul EngelRead Replies (1) | Respond to of 275872
 
Re: "AMD has a series of mobile improvements on the way (SOI, .13, architectural) "

AMD delayed the SludgePumper to H2 2002 - to ALIGN it (don't you just love these BS expressions !) with the 0.13 micron SOI process availability.

Common sense would lead us to believe that any mobile AMD CPUs - designed on the 0.13 micron/SOI process will also NOT BE AVAILABLE until the second half of 2002.

The existing mobile PaloMeatHead CPUs already use transistors with leff <0.09 micron - essentially 0.13 micron technology - without the SOI.

I would conclude that AMD will have very little to compete with Intel in the mobile segment for about a year - or more.



To: heatsinker2 who wrote (47235)7/12/2001 2:30:03 PM
From: TenchusatsuRespond to of 275872
 
Heatsinker, <But what about the Intc mobile strategy for the next 2 years? Mobile P4's seem ludicruous to me.>

I have my opinions about mobile Pentium 4 and AMD's chances in the mobile arena for 2002, but I'll keep them to myself for now. :-P

Suffice to say that I have very high hopes for Banias, but that's kind of far out into the future.

Tenchusatsu


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