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

To: semiconeng who wrote (81330)	6/2/2002 3:57:13 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: will finally bring AMD's technology up to match intel's StrataFlash You haven't been paying attention, have you? Mirror bit has somewhat higher performance, much higher reliability, and much lower production costs than strataflash. And, while AMD has been cautious about expanding its CPU FABs too fast in a slow market, FASL has been building capacity as fast as it can for the past year. FASL FAB space is being tripled to take advantage of the low cost, high reliability, high performance mirror bit design - Intel's whole flash business is now in doubt. when ClawHammer finally arrives, intel will be several generations along on P4 So what? Transmeta is several generations along on Crusoe and VIA is several generations along on C3 - but one old-tech, 32-bit, CPU will be looked upon as pretty much the same as any other as the mainstream market moves on to 64-bit processors.

To: semiconeng who wrote (81330)	6/3/2002 8:08:07 PM
From: pgerassi	Read Replies (1) \| Respond to of 275872

Dear Semi: Re: "In the Server Area, every major vendor except SUN has committed to IA-64, which will be on it's Third Generation Madison by the time AMD gets it's "First Generation, Whitebox Platform" off the launchpad." They are so committed that Itanium has sold less than 0.1% into the market. More AMPs are sold into that market in one month than the Itaniums sold to date. I also notice that Itanium 2 is still not out yet. It may be that AXP64 will be out before Itanium 2 actually arrives. And Opteron will be out before Itanium 3 does and by then, maybe not ever, as IA-64 goes into the dead end scrap pile. Actually, those that committed to IA-64 actually are committing themselves to the nearest psycho ward to remove the stupidity that made them do it. The same places those that signed the Fiasco Rambus contract at Intel have been sent. Pete