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

To: Joe NYC who wrote (74924)	3/19/2002 1:35:47 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 275872

This is the same reason why I have been trying to point out that an HPQ merger could be harmful to AMD: taipeitimes.com Pravin.

To: Joe NYC who wrote (74924)	3/19/2002 2:33:28 AM
From: milo_morai	Respond to of 275872

Even 384KB L2 would be nice.

To: Joe NYC who wrote (74924)	3/19/2002 5:20:36 AM
From: dumbmoney	Respond to of 275872

My prediction from long time ago, (probably a year or more) was that Intel will force AMD to increase die sizes in order to place a cap on AMD production, and therefore on the potential market share AMD could gain. One part was proven to be true (Intel moving to bigger L2s), but so far, AMD has not responed. In fact, AMD is boasting about small die sizes. Something does not add up here (at least for 2002) Since when has Intel NOT added cache when moving a denser process? In fact, the move from 256K to 512K L2 was completely consistent with past practice, and does not provide any support for your "big die" theory.