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

To: Yousef who wrote (86220)	8/1/2002 11:36:11 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: The FACT is Dan3, AMD is losing market share They kept prices too high last quarter, and lost piece of what they took from Intel during the past two years. The new CEO had to learn the lesson "volume is our vaccine", the hard way. But he's a very quick study, and has moved quickly to increase sales. The Athlon continues to out-perform P4 on the software used by people at work and at home. Real users don't limit themselves to the 0.01% of software that has been hand-patched to make up for P4's over-long pipeline and clumsy architecture. AMD is finishing up the implementation of a unified desktop/server/notebook 64-bit platform running on an SOI process 2 years ahead of Intel's. A few mhz more or less aren't lighting the fires of demand, any more, for either company. Driven by Microsoft marketing, AMD's 64-bit standard will offer buyers something new, and clearly better - exactly twice as good, by the obvious arithmetic. More important, SOI offers very low power consumption, with all of the low-noise and small size benefits that can provide. Intel's process engineers did a great job of providing a .13 that's already closer to .09 than .13. They spent a fortune on equipment for it, burning down a big chunk of their reserves, but that process has let them make up for some of the failings of the P4 architecture. They have had to push their process pretty hard, with very narrow thermal and voltage tolerances the result. Intel hopes to just keep doing more of the same, stretching the same old approach as long as they can - maybe it will work. AMD intends to leapfrog Intel with SOI and 64-bits everywhere. I think AMD has an excellent chance of pulling it off, especially after seeing the news from IBM about the ease of the DB2 port, and the specs on the power requirements for hammer. We should have a pretty good idea of how it will all work out within about 4 months.