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

To: wanna_bmw who wrote (63108)	11/8/2001 8:13:04 PM
From: fyodor_	Read Replies (3) \| Respond to of 275872

Wanna: This may end up giving AMD the mobile market in 2002. Yes, the mobile market looks very good for AMD in 2002, but I have a hard time seeing how they can keep the performance lead they currently seem to have. Northwood will provide a nice boost in IPC - esp. in the many benchmarks that would benefit from a doubling in cache. And frequency scaling (of Northwood) should be quite good as well, of course. Looking at the DataQuest numbers (http://event.mediaondemand.com/amd/20011108/slides/Slide48.jpg ), AMD currently has very little "large business" market share. This won't get much better in 2002, except maybe through mobiles (but I don't know what proportion of business computers are mobiles). With Hammer not arriving before late next year, AMD will have to work hard to just keep the market share it has (overall). -fyo