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

To: Joe NYC who wrote (52715)	8/28/2001 10:50:25 AM
From: Elmer	Read Replies (2) \| Respond to of 275872

But IMO, the real goal of the 512K L2 is to soak up extra fab capacity. Intel has a huge surplus of it, and if Intel can somehow force the mainstream .13u processor to be let's say 170 mm^2 rather than 100 mm^2, it will be a victory for Intel, since AMD's capacity will be capped, while Intel will get the rest of the market by default. That's what I would do. Are you saying that you think Intel is going to the larger L2 to force AMD to follow suit and thus further restrict AMD's fab capacity? EP

To: Joe NYC who wrote (52715)	8/28/2001 11:29:55 AM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

Joe, >But IMO, the real goal of the 512K L2 is to soak up extra fab capacity. Intel has a huge surplus of it, and if Intel can somehow force the mainstream .13u processor to be let's say 170 mm^2 rather than 100 mm^2, it will be a victory for Intel, since AMD's capacity will be capped, while Intel will get the rest of the market by default. That's what I would do. That's a unique idea of what's going on. Creative thinking, beyond the box. It would also force AMD's hand in getting a big, on chip L2 cache CPU out there, right? Tony