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subzero

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subzero

Re: Petz post# 20367

Friday, 12/12/2003 4:17:04 PM

Friday, December 12, 2003 4:17:04 PM

Post# of 97766
"The Pentium M roadmap here http://www.xbitlabs.com/news/mobile/display/20031211124114.html looks disastrous."

In a way, you are correct.

The Pentium M roadmap is disastrous for AMD - becasue Intel's Pentium M has zippo competition from AMD.
Instead of going after the lucrative high ASP 2 million mobile CPUs per month business, AMD is chasing a bottle rocket for the 10,000 unit/month Opteron business - which is chewing up all of AMD's fab capacity with their huge 193 sq. mm. chip.
Remember AMD's inverted pyramid slide that Dirk laid on the analysts?

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