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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (161679)	3/9/2002 3:26:31 PM
From: combjelly	Read Replies (3) \| Respond to of 186894

" This company can't hold a candle to Intel right now with regard to setting and holding to within even reasonable slips in desktop and notebook." Umm, that article is about the desktop processors. It's been a long while, if ever, that AMD had said they were going to release desktop Tbed in Q1. They have been saying for the longest that they would release mobiles in Q1 and desktops in Q2. Show me a roadmap or statement by AMD that says different.

To: Tony Viola who wrote (161679)	3/9/2002 5:32:32 PM
From: dale_laroy	Read Replies (2) \| Respond to of 186894

>AMD can't even get 0.13 out and you're talking about all the grand and glorious things that can happen at the next node. If I were an AMD holder, I'd be laying low with all the futures talk. This company can't hold a candle to Intel right now with regard to setting and holding to within even reasonable slips in desktop and notebook.< Which is why I predict Q2 2004 for AMD's transition to 90nm to begin. AMD probably will ramp their 300mm pilot production line to 600 wafers per week, but everything that I have read leads me to believe that this ramp will begin about mid-2004.