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

To: Joe NYC who wrote (71040)	2/8/2002 12:20:11 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Joe, Re: "I don't have a link, but I remember some roadmaps where it was positioned bellow the slowest Celerons." Roadmaps only show where a product will be marketed - not necessarily the headroom that it has. Intel no doubt integrated the Northbridge to cut costs, and thus it made sense to market Timna as a sub-Celeron CPU. However, that doesn't mean they wouldn't proliferate it to other high performance segments if it were successful. Re: "Well, it more or less killed Cyrix as a company (and later on damaged their new owners NSM) when they tried to integrate a lot of analog components with the CPU." I explained this in another post, but the Cyrix MGX processor also integrated the Southbridge, which is the component littered with analog circuits. Timna did not do this. Re: "what is the general consensus of what Banias will offer?" Obviously, no one knows. I hear it will be based on the Pentium III, and also that it is a brand new micro-architecture. I hear it will have integrated components, and that it won't. I hear it will be high performance, and that it will be low power. Obviously, the various sources out there are equally clueless. I am hoping that some light is shed at Spring IDF. That would make sense if Intel is planning on launching it in Q4'02 or Q1'03. wbmw