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

To: wanna_bmw who wrote (80051)	5/14/2002 12:11:01 PM
From: reynoso	Read Replies (1) \| Respond to of 275872

Saw a Systemax AMD2100+ PC for sale on AsseenonTVPC.com - cable TV - this morning. This bodes well for AMD - more high end machines available with national exposure. I'd say things are looking up for AMD. Reynoso

To: wanna_bmw who wrote (80051)	5/14/2002 12:26:48 PM
From: Dan3	Respond to of 275872

Re: Since all speeds 2GHz and greater are Northwood, that puts volumes of those CPUs at probably 6M Intel's .13 process began shipping over 9 months ago - it'll be a year in June. The Xbox parts aren't going to .13 anytime soon, so what percent of Intel's CPU capacity do you think is still at .18? Intel's having problems with binsplits - it may be a marketing problem (buyers refuse to pay the demanded premium for higher speeds?), not a process problem, but there's definitely a problem. P4 parts at 1700 are almost as limited as parts at 2200, so I doubt this is just a matter of most lines still being at .18.