Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ptanner who wrote (73564)	3/5/2002 8:24:54 PM
From: Joe NYC	Respond to of 275872

Patrick, During BofA conference, it became clear that .13u CPUs slipped to Q2 (real availability - retail / Pricewatch). Now it looks like the .13u bulk will be an under-performer. Joe

To: ptanner who wrote (73564)	3/6/2002 5:44:48 AM
From: andreas_wonisch	Read Replies (2) \| Respond to of 275872

Pat, Re: First I noted the slip was the 2/28 RS conference that you also posted on here. So the slip was in February. Ah thanks. Since Joe said that he noticed the 0.13 slip in January(?) I thought he was also referring to the clock-speed slip. So what does this tell us? First: 0.13 micron is late (again) and second: it isn't scaling very well. If Intel releases a 2.4 GHz Pentium 4 with a 133 MHz FSB in April (is this confirmed or will there be only a 100 MHz FSB version at first?), AMD will be under serious pressure. Even without 133 MHz FSB Intel will regain clearly the performance lead with the 2.4 GHz P4. And that won't change until Hammer comes out unless Thoroughbred has some architectural advantages and AMD moves to a 166 MHz FSB. Based on this I think AMD will have a difficult time to reach its growth goals in Q2-Q4 (until Hammer appears). Both ASPs and unit sales could come under pressure. Andreas