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

To: Pravin Kamdar who wrote (93384)	2/19/2003 11:42:35 PM
From: pgerassi	Read Replies (1) \| Respond to of 275872

Dear Pravin: This processor, Prescott, comes out about the same time as 90nm Opteron. Intel must be worried as the performance will not be enough to take on 130nm Opterons, much less 90nm ones. And what happens to Intel, if AMD goes to dual channel dual core 2MB 90nm Opteron as the flagship? We will see how they compare Q1, 2004. Pete

To: Pravin Kamdar who wrote (93384)	2/19/2003 11:44:58 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: The Empire Strikes Back With a 32-bit chip? Yamhill would be scary, but this thing is just sooo yesterday's news. Right now, Intel is betting that AMD can't make 64-bit chips in volume, and that they can't find anyone else to help them out with foundry FAB space (and at least as far as UMC is concerned, it looks like Intel was right). The jury is most definitely still out on whether or not AMD can produce 10+ million 64-bit chips in a quarter (or 1+ million 64-bit chips in a quarter). But if AMD can make those chips (or get IBM to make them), then Intel could find itself in a very tight corner very quickly. I don't know if your were around for the 8-bit to sixteen bit or 16-bit to 32-bit migrations, but they happened very quickly. It took a couple of years for the past generation chips to stop selling in volume, but ASPs on the last generation chips had completely collapsed within 12 to 18 months. And too many people have now heard the 286? That's only for servers! line too many times, for it to take as long, for this transition. 386? That's only for servers - no one will need 32-bits in a desktop computer for decades! Intel revenue is based upon it being able to sell 10's of millions of chips for an average of $150+ each. And then get high end pricing for support chips and motherboards that those chips plug into. It'll be interesting to see how Intel does if the ASPs for their chips drop to $50 (32-bits? That's entry level!) and no one will pay more than $20 for one of their chipsets. Likely? I'm afraid not. A reasonable chance? Yep!

To: Pravin Kamdar who wrote (93384)	2/19/2003 11:48:18 PM
From: DRBES	Respond to of 275872

re: "YOU DON'T KNOW THE POWER OF THE DARK SIDE. The Empire Strikes Back." UH? How many gigs of ram can this prescotT thing address? Regards, DARBES

To: Pravin Kamdar who wrote (93384)	2/20/2003 12:01:58 AM
From: heatsinker2	Read Replies (1) \| Respond to of 275872

Pravin- Could be a good time to buy Intel It is possible for a thinking person to come to the conclusion that AMD is a crappy stock (not my opinion). But that certainly doesn't make Intel a good buy. Where in the world will the growth come for Intel as AMD continues to depress margins for virtually all of Intel's product line. Intel would be a good buy only if they succeed in putting AMD out of business (or nearly so). And I just don't see that happening.

To: Pravin Kamdar who wrote (93384)	2/20/2003 12:29:44 AM
From: porn_start878	Read Replies (3) \| Respond to of 275872

I'm thinking that AMD could be in some serious do-do: Who haven't though the same when intel demoed 1.4GHz P4, then 2GHz P4, then 3GHz P4... Intel makes the noise, AMD engineers hear it and react to it. I think the SOI issue will turn out to be the same as the copper issue (edit: and the palomino issue) : K8 will end up reaching it's potential clockspeed, which will be 3.2-3.4GHz on .13u SOI, 4-4.2 on .90u SOI. The Athlon 64 at 4 GHz DDR-II enabled (dual-channel) will eat a prescott at 5GHz, and that on 32-bit code. On top of that, I still expect MSFT to push x86-64 very hard to encourage replacement cycle. AMD/Intel is an ever-aging battle... and the wisest will win, not necessarily the more powerfull.