Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: AK2004 who wrote (11037)	10/2/2000 11:25:43 AM
From: Cirruslvr	Read Replies (2) of 275872

Albert - RE: "Speed Issue Problems Identified: Internal Mask Flaw" This is EXACT same problem AMD claimed to have at the beginning of last year with the K6-2! "In its efforts to accelerate its roadmap, we believe Intel did not fully simulate and test the new mask sets before they went into production, thus resulting in adequate yields in terms of good die, but slower-than-expected bin-outs." Yup, AMD made the number of processors they had expected, but they were mainly running 300-333MHZ instead of 350-400MHz! If this analyst's estimate that production will be fine come January is accurate, this practically ensures AMD almost no competition in the GHz arena for the rest of the year. I wonder if Intel will even be able to pull of a 1.13GHz re-launch (taking into consideration how bad previous launches have been). No wonder Intel won't further delay Willy until next year - they know they will have nothing to compete with the rest of the year in high-end because PIII bin-splits aren't as good as expected. This new info reinforces Kash's thought that AMD will be just fine if the 1.2GHz release next week or so is the last one for the year (for desktop processors). For reference, last year AMD came out with 700MHz at the beginning of October and 750MHz in late November.

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