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

To: Dan3 who wrote (50752)	8/11/2001 8:06:19 PM
From: wanna_bmw	Respond to of 275872

Dan, Re: "Yep, and given the way they've all leaped onto AMD's mobile platform, despite the earlier availability of .13 Tualatins, should be telling you something about the performance of AMD's SOI samples." Maybe. I for one agree that AMD's mobile roadmap looks better than Intel's in 2002. Tualatin puts Intel ahead of AMD temporarily, but it won't do much for them when Thoroughbred and Barton begin shipping, assuming that AMD is successful in ramping them up in time. On the other hand, your example doesn't exactly prove this point, since Pentium III-M had more than double the number of tier-1 design wins than AMD had with the release of Athlon 4. All and all, AMD ended up with Compaq, Sony, and HP, while Intel ended up with Acer, Compaq, Dell, Gateway, HP, IBM, Fujitsu, and Sony. NEC and MicronPC are still carrying only Pentium III and Celeron processors, and NEC also offers a model based upon Transmeta Crusoe. wanna_bmw