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

To: milo_morai who wrote (51938)	8/21/2001 8:35:28 PM
From: Dan3	Read Replies (3) \| Respond to of 275872

Re: the power consumption. Thanks, Milo, I've kept checking for a 1.1GHZ Athlon 4 notebook, but will have to settle for a 1GHZ if I something doesn't show up pretty quick. HP had an omnibook listing for Athlon 4s but all references to them appear to have been purged from the website. Evidently Intel has been giving orders regarding what its customers are and are not permitted to market, and who they are permitted to buy from. Jerry may have been right - AMD has to either go for a big chunk of the business, or Intel won't let anyone buy from them at all. If SOI doesn't work out, AMD is in big trouble, probably have to become a flash only company. But if SOI does work out, AMD will likely ramp Gresham and try to take Intel out completely. At .13 and 80mm2 chips, AMD needs 20K wafers per week to supply the entire market, estimating 50 million CPUs per quarter, next year. If Intel is allowed 35% of the market and VIA takes 15% of the market AMD can get the job done with 10K .13 SOI wafers per week. High stakes.