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

To: Elmer who wrote (66366)	12/27/2001 12:50:27 PM
From: Harvey Allen	Read Replies (2) \| Respond to of 275872

Yeah and the Red Sox will win the World Series. But today Intel sells the 845D chipset to manufacturers at close to the same price as a finished SIS735 board sells retail. I think you are overestimating the time it's going to take for Intel to find it's way back again. Harvey

To: Elmer who wrote (66366)	12/27/2001 1:15:11 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: Northwood will be manufacturable. DDR will be available. Not long later 12" wafers will add capacity dramatically I agree - but there is a risk of a worse price war next year than this year. Xeon processors with large caches will showup along with SMT. McKinley will offer world leading performance SMT looks interesting, McKinley is more of a question mark, much more. Meanwhile, Hammer will continue to slip as it has quarter after quarter. If it does ship, will Intel become bankrupt? You seem incapable of considering the possibility that AMD's next chip will ever ship. You were the same way about Athlon. SOI will be very expensive and not offer enough performance to keep up So why did Intel do a sudden 180 degree reverse of its previous position and announce that they'd be going to SOI as soon as they could get a process worked out? Which will be 1.5 to 2.5 years late compared to AMD.

To: Elmer who wrote (66366)	12/28/2001 12:49:15 PM
From: Ali Chen	Read Replies (2) \| Respond to of 275872

"Athlon will not get much of a boost from the migration to .13u because they're already using .13u transistors." True 0.13u transistors do not use 1.75Vcc. Therefore your statement is false.

To: Elmer who wrote (66366)	12/29/2001 6:48:07 AM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Elmer: Athlon will not get much of a boost from the migration to .13u because they're already using .13u transistors. Didn't an independent organization report that AMD and Intel had basically the same feature sizes in their top-of-the line chips only a quarter or so ago? (I cannot recall the name of the company, but it apparently specializes in analyzing other companies' chips and selling the information). As for SOI, "we'll see" ;-). This is clearly a topic where experts disagree&#133 -fyo