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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.25-3.1%Jan 6 3:59 PM EST

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To: jjayxxxx who wrote (18595)11/10/2000 2:55:33 PM
From: andreas_wonischRead Replies (1) of 275872
 
Jay, Re: New AMD roadmap

acw.activate.net

Very interesting. Mustang has been cancelled but Palomino will take its place. We also have some cool new codenames: Thoroughbred, the 0.13 micron Palomino and Aapaloosa the 0.13 micron Morgan. Overall a encouraging roadmap except the low MHz ramp (while P4 performance will speak for itself most customers will only look at MHz and brandname).

This slide is also interesting:

acw.activate.net

Palomino 1.33 Ghz will be introduced early next quarter and 1 GHz in value (<$1000) will come in 2H 2001.

Andreas
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