Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: Jim McMannis who wrote (19941)	11/21/2000 5:00:44 AM
From: Gopher Broke	of 275872

Apparently the Mustang derivatives are not ready for primetime yet I would not jump to that conclusion. The infrastructure is ramped up enough to compromise the 1.1 and 1.2 sales by introducing low volumes of higher speed processors. AMD need to milk the holiday market right now. I also think that AMD have played the P4 release exactly right so far. Let the press compare it against the 1.2 GHz and find it lackluster against that. Then they can bring out the faster systems that leave P4 in the dust. A "limited quantities" pony release would have just blurred the fundamental point that a 1.5 P4 is slower than a 1.2 Athlon. The think I find astonishing (as does AMD given their "why wouldn't it scale to 2.0 GHz" response) is that some people are looking at the P4's potential future performance and ignoring the equivalent advances in the Athlon. The Athlon is neat, compact core, still relatively immature and I can see no reason why it will not run just great on .13.

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