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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.59+1.1%Dec 3 3:59 PM EST

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To: Paul Ma who wrote (20150)11/22/2000 8:16:42 AM
From: porn_start878Read Replies (1) of 275872
 
It doesn't look too good. The only change is 20% power reduction, no performance enhancements. It seems dubious that AMD can scale to 1.5 gig in volume on .18 to me. The mobile sector is promising though... at least for now because the chips will be running slower than desktop and will therefore need less power, plus this area should provide a new source of high ASP revenue

Anand may be right about power dissipation (however I read 40% elsewhere), but I think his sources on the infrastructure are too much public. I think his sources didn't want to leak AMD confidential details on the palomino.

Max
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