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

To: andreas_wonisch who wrote (52749)	8/28/2001 12:44:51 PM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

Andreas, IMO it's just another way of saying "beating the competition by innovation and technology". Apparently Intel can easily add a 512kb L2 cache while AMD can't. So it's a win-win situation for Intel (more performance for Intel, less competition from AMD). Yes, I agree that that makes sense. What I meant by beyond the box thinking was Joe's angle that Intel could force AMD to have to make a bigger chip, which would capacity saturate AMD, and leave more business for Intel. I thought that was unique thinking, but I think it really is more what you say, that AMD hasn't yet demonstrated the ability to put a 512 KB, say, cache on chip. If they still can't, it's yet another advantage for Intel in the short term. Tony