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

To: Joe NYC who wrote (71262)	2/9/2002 8:14:36 AM
From: dale_laroy	Respond to of 275872

>This does not sound very good for AMD IMO. The PDA market is tiny. Cell phone market is huge. My take is that PDA will morph into the cell phone, and there will be number of niches for PDA type devices, but not a mass market, nowhere near the units of the cell phones.< Despite what AMD may be saying to the contrary, they did not buy Alchemy to reenter the embedded processor market. Sure, AMD will keep Alchemy on this track. But what is undoubtably really up is that AMD will be shifting some key Alchemy personnel to the 90nm mobile Clawhammer and 90nm Sledgehammer projects, in order to help minimize power consumption of these processors. The holes in the Alchemy team will filled through promotion and the Alchemy team fleshed out with trainees.