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

To: Yousef who wrote (80470)	5/22/2002 12:56:02 PM
From: Dan3	Respond to of 275872

Re: I think you're finally starting to "understand" why AMD is behind in technology What you've failed to grasp is that there isn't a lot of difference between copper on .18 and copper on .13 - and AMD was more than a year ahead on copper. Now AMD is moving to SOI - this year - while Intel will be stuck with nothing better than a bulk cmos process until 2004 or 2005. The transition from bulk copper cmos .13 to bulk copper cmos .09 can be expected to show even fewer performance gains than the move from .18 buik copper cmos to .13 bulk copper cmos. AMD is scheduled to ship performance levels in Q1 of next year (4000+ Clawhammer) that Intel will have trouble reaching before before late 2003 or early 2004. And AMD's processors will be 64-bits, not 32-bits. And AMD's architecture supports low cost, glueless architecture 4-way and 8-way superservers. And AMD's SOI supports very low power demands suitable for high performance notebooks that are light in weight. And AMD's flash technology supports lower costs than Intel's, at higher performance than Intel's, and much higher reliability than Intel's. What does Intel do when it's CPU ASPs are cut in half, its flash sales drop by 2/3s, and the bills for all those FABs come due?