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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: Dan3 who wrote (47780)7/16/2001 12:40:31 PM
From: Ali Chen of 275872
 
Dan3, "...won't make the SMP Athlon servers and workstations go away"
While true, the Tyan/AMD problem will certainly delay
the whole product line.

I would not take those S. Sassens messages too lightly.
What I see is most likely the result of a signal
integrity problem which root cause was not understood
by AMD. While a batch of reference boards may become
reasonably functional after some random tweaks, in mass
manufacturing the hidden problem will show up again,
due to inevitable variances in manufacturing materials,
processes, and components (sometimes being excused as
"lower-quality components"). What I see is a striking
similarity with the release of first Irongate 750
boards by MSI. This Tyan 760MP problem bodes well
with my earlier line of reasoning, see:

Message 15923406

- Ali
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