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

To: Tony Viola who wrote (52752)	8/28/2001 4:11:22 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

Tony, RE:"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" It's beyond me why Intel would what to put 512k on a mainstreaam desktop chip when it's already outscaling the competition by 600 Mhz. Put 512k on a Northwood and it easily crushes the lowly iTanium in SPEC scores...Elmos beloved benchmark. So then Intel has to shelve Itanium to get to McKinley and somehow castrate Foster...all the while keeping X86 alive and well...? Intel at least has the luxury of keeping P4 at speeds and performance low enough to try and get IA-64 more established. Jim