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

To: fyodor_ who wrote (57890)	10/9/2001 11:11:55 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Fyo, well, if you are going to play Devil's advocate, I can only help you out. First, I think that faster front side bus Northwoods will come after the first launch. There has been no word on 533MHz FSB chipsets, and usually there would be if they are set to launch in a few month's time. Second, DDR333 is going to be a low volume memory technology through most of 2002, and Intel doesn't like supporting anything that is low volume. Therefore, I expect support to come from others, like SiS and ALi, and even then, it won't be widely available. Third, either roadmaps that I've seen are conservative, or Intel doesn't feel like pushing frequencies too fast. I've seen 2.4GHz in Q2 and >2.5GHz in Q3, according to roadmaps from Register, Inquirer, etc. Lastly, the 193nm SVG equipment probably isn't going towards Northwood. Intel has said they plan to use it for the 100nm node, not 130nm. But if you wish to argue these points in favor of Intel, I'd be happy to continue playing Devil's Advocate with you. ;-) wanna_bmw