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

To: andreas_wonisch who wrote (73662)	3/6/2002 6:55:28 AM
From: ptanner	Read Replies (1) \| Respond to of 275872

Andreas, re: AMD roadmap slips The 0.13 slip has indeed expanded from the mobile to the desktop and in combination with a drop in the future model ratings is not favorable for AMD's future. Is all the PR about "Hammer is the Holy Grail" to try to distract from present (or near term) problems or to try to bridge over this interlude in being competitive in high performance processors? Even with the drop in the model ratings and shift in schedule, the 0.13 mobile processors should still be very competitive based on performance and power. AMD's performance in this market will depend on the OEM implementations and how well the P4M has been adapted for the mobile market. For example, Compaq's Athlon 1500+ appears to be a very poorly configured system (non-functional PowerNow and very weak graphics for a "$500" processor system) based on Intel thread posts on some initial P4-M reviews. So far, the P4M looks promising and the Digitimes article you linked too stated a strong push by Intel for the P4M ("60% by year end") like last year's rapid transition to the P4 on the desktop. I did like this quote: "Since the P4-M is extremely similar to the CPU's desktop version, the company was able to quickly develop the P4-M by sorting out the best PIII-M chips and modifying them with power-consumption functions and other features." Editing at its finest or Intel has some really magical sorting processes. <g> -PT