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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.51+3.6%12:42 PM EST

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To: ptanner who wrote (17179)11/1/2000 5:53:43 PM
From: dougSF30Read Replies (1) of 275872
 
Considering Durons have been used in KT-133 mobos for months now, I'd be surprised if this is a 'fresh' problem.

Why has no one else seen it?

Conversely, if all the mobos have these 'extra parts' to bypass the problem... to what extent is it a problem any longer? I guess cost could fall a fraction if VIA revs the chipset... but this doesn't sound like big news.

The Palomino/Hammer stuff is more interesting. AMDZone's version of the rumor is so brief that it's hard to even tell what exactly it is:

AMD may have changed their plan for the Mustang series of CPUs. Apparently AMD may accelerate their Hammer series and rely on Palomino SMP systems in the meantime.

"in the meantime", as opposed to what? Given that SMP isn't here until Q2 2001 at the earliest, this sounds odd. Does this mean, AMD will release the desktop and mobile bits of the Mustang FAMILY, but skip Mustang itself (the large L2 server chips), figuring, if they don't get server partners til mid 2001, they might as well sell them Hammers?

Doug
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