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

To: combjelly who wrote (57327)	10/5/2001 1:58:08 PM
From: Pravin Kamdar	Read Replies (3) \| Respond to of 275872

combjelly, The 0.13 micron is a lot more important than a 512k cache. If AMD is to be believed, they already have started wafers for 0.13 micron in Q3, so they should be trickling out by late Q1 2002. Besides, Intel has yet to really ship 0.13 micron in any quantity, so there might not be all that many Northwoods until that time period anyway A possibility, but not one that I feel comfortable betting too much money on. And don't underestimate the 512 KB cache. Once Northwood comes out, Intel will have most benchmarks changed so that 512 KB is essentially required. Pravin.

To: combjelly who wrote (57327)	10/5/2001 2:36:10 PM
From: Elmer	Read Replies (2) \| Respond to of 275872

Intel has yet to really ship 0.13 micron in any quantity No longer true. Tualatin wafers are coming out of Intel fabs in high volume now. EP