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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 3:59 PM EST

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To: combjelly who wrote (10547)9/28/2000 1:47:18 PM
From: EricRRRead Replies (2) of 275872
 
IIRC, Jerry basically said this already. I believe his words were "some of the 1GHz production and all of the 1GHz+ is from Dresden". Or words to that effect

But it's more than what Jerry said. Jerry never implied that almost all Dresden parts were capable of 1GHz+ operation.

This leads to another idea that I don't think has been discussed much. Why would Dresden have such a narrow yield? I'm reminded of an AMD company statement ~6 months ago concerning how "creative" power delivery to Athlons would have to become. I think that AMD's limitation is just that, the athlon could run at higher speeds and temperatures, but the motherboards can't deliver that much power. This would explain how Mustang could achieve much higher frequencies without a major pipe redesign.
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