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

To: kpf who wrote (149056)1/25/2005 1:56:19 PM
From: RinkRespond to of 275872
 
Klaus, first dual cores from AMD are 2*1MB L2. Maybe they'll have half of those caches disabled but it's rather hard to think AMD will have more than one die layout for this purpose / Rink



To: kpf who wrote (149056)1/26/2005 11:00:36 AM
From: KeithDust2000Read Replies (4) | Respond to of 275872
 
Klaus, one more thing, Toledo is currently positioned at the AFX level, meaning around $800. That points to shipments in the low 10Ks.

INTEL should have the "mainstream" volume market for dual-core all for themselves this year, unless AMD changes their strategy and production plans. I understand that many are pessimistic about the potential market there this year, but I believe INTEL can make it take off in a reasonable and very profitable way.


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