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


To: DRBES who wrote (93382)2/19/2003 11:12:31 PM
From: porn_start878Respond to of 275872
 
As I was told before, the answer lays in the next core revision of the part. According to the roadmap that I was shown, the second core revision is planned for a Q1 '04 release. This is when AMD is planning to move to the 90nm process. Since DDR II will hopefully be ramping up in volume around this time frame, we should see new memory support as well.

If this verifies, Intel will be in big trouble... a dual-channel DDR-II would be devoured by the K8 without any bottleneck, at insanely low latency.

Unfortunately, DDR-II will appear late IMO

Max



To: DRBES who wrote (93382)2/19/2003 11:14:11 PM
From: Pravin KamdarRead Replies (6) | Respond to of 275872
 
I'm thinking that AMD could be in some serious do-do:

eet.com

People should wait for a Hammer intro hype rally, and then get the freak out. Could be a good time to buy Intel. YOU DON'T KNOW THE POWER OF THE DARK SIDE. The Empire Strikes Back.

Pravin