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

To: Petz who wrote (76099)	4/1/2002 4:08:25 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

John re: The current situation of AMD reminds me very much of the period before the Athlon intro AMD is not without success, they have not lost market share yet. Prescot may be a bit better than the original p4. With Itanium failing, Intel would stupid not to invest into Prescot. I expect Intel throwing a lot of money at it right now. Regards -Albert

To: Petz who wrote (76099)	4/1/2002 6:34:34 PM
From: Joe NYC	Respond to of 275872

Petz, The extra metal layers of .13u process provides an opportunity to optimize the design, and derive significant (at least reasonable) performance / die size improvements, but I doubt AMD went through a labor intensive effort to pretty much re-do Athlon again. The new layers of metal are probably not even being used. Therefore the upside may be limited. With limited resources in place, AMD may have had to make a decision whether to optimize Athlon for .13u process, or devote those resources to Hammer. And Hammer won the fight for more resources. Joe