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

To: Jim McMannis who wrote (50742)	8/11/2001 7:30:39 PM
From: wanna_bmw	Respond to of 275872

Jim, Re: "<<AMD does not have the luxury of two processor designs right now>> Actually, I thought this was an advantage. Intel had just one processor design for a while withe the P6 core and before that the P classic core...etc. Sure, one phases into the other but having to keep the P-3 alive for a couple years seems like the exception." In my previous post, I also stated my thesis as being the following: "I think in this day and age, the single chip solution has its drawbacks." This means that previously, proliferating a single chip across all market segments was an efficient and cost effective way of filling different demand requirements. I believe that things are different today, since along with performance comes power consumption and die size, the latter two of which need serious reductions to become competitive. Since the idea is to limit these latter qualities, I believe the best idea for the future is to go with different designs for different market segments. I also think that Intel's Tualatin processor, and later Banias, will enable them to get into segments previously not available with the large, high powered Netburst core. wanna_bmw