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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.25-3.1%3:59 PM EST
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To: wanna_bmw who wrote (51858)8/21/2001 11:51:26 AM
From: jcholewa of 275872
 
> Or, maybe AMD is willing to live with slightly lower
> volumes and lower yields to prevent Intel from trumping
> them with Celeron frequencies. After all, the rumor is
> that Celeron will soon launch up to 1.1GHz.

Available evidence does not support this hypothesis. The Duron is pretty much the same as the Thunderbird in terms of ramping (certainly, it is no worse), and if anything the evidence is that Morgan (new Duron) ramps *worse* than Spitfire (old Duron), at least at this stage.

-JC
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