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

To: Jim McMannis who wrote (53193)	8/30/2001 11:45:20 AM
From: peter_luc	Read Replies (1) \| Respond to of 275872

Jim, "13u and K8 should have been the priority." Exactly! It has been my opinion since a long time (and often pronounced here) that it is not Palomino but the K8 which will be the savior for AMD. Palomino is only a very short-term, intermediate solution. I still do believe that AMD's great time will come with the K8, which brings 64bit computing to the masses. Soon, 32bit processors will look like old technology, just as 16bit processors did loose their appeal rather quickly after the arrival of the 386 (even so it took some time for applications to make use of the new instructions). So, no matter how useful X86-64 will be in today's standard applications, the K8 will take AMD into the "64bit marketing heaven" (TM Peter Luc). The next two or three quarters will certainly not make or break AMD (the share price can't get much lower anyway...). In fact, all depends upon whether AMD can deliver on the K8. Therefore, I am quite happy about the recent rumors that the K8 may come quite a bit earlier than expected and that the transition to 0.13µ+SOI is "in the bag". Peter