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

To: combjelly who wrote (47918)	7/17/2001 1:46:05 AM
From: SteveC	Read Replies (1) \| Respond to of 275872

AMD's strategy reminds me of the US Army's strategy in WWII against the Japanese, hit them where they aren't. AMD can't match Intel in speed on the desktop, but can nicely outflank it in the mobile market.

To: combjelly who wrote (47918)	7/18/2001 10:34:06 AM
From: fyodor_	Read Replies (2) \| Respond to of 275872

combjelly: This is also likely the reason why the mobile Tualatin has not been seen, Athlon4s took their sockets and Intel is loath to launch without a partner... Do you honestly believe this? Tualatin's initial target is high-end business notebooks, whereas Athlon4s are targeted more at high-end consumer to midrange business notebooks. Tualatin, esp. with the new chipset (the one with improved SpeedStep - is it out yet?) is just plain a better notebook solution than Athlon4. Have AMD started shipping SFF Athlon4s yet? What's the status on DDR for mobiles? It's lower power and higher performance than SDR, but what good does that do if no one is shipping it in the proper packaging? -fyo