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

To: Elmer who wrote (74264)3/12/2002 1:52:48 PM
From: andreas_wonischRead Replies (2) | Respond to of 275872
 
Elmer, Re: I don't have the answer to that but it sounds like they are pulling things in.

If true that would be a big accomplishment and would put AMD under serious pressure. Somewhat strange that Intel expects to get more than a 50% boost from going to 0.13 micron this year while AMD is indicating much less on their roadmaps (Athlon XP2800+ in Q4 would be 30% gain if it's on 0.13 micron bulk). However, there's still the SOI wildcard for AMD.

Andreas



To: Elmer who wrote (74264)3/12/2002 1:53:00 PM
From: heatsinker2Read Replies (1) | Respond to of 275872
 
Elmer- Intel's .13u process is very very healthy.

Err, I hate to sound like Monica, but how do you know that? BTW, I don't necessarily refute this, I just would like to know more about your sources. Are you a current or former employee?


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