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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

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Dec 26 9:30 AM EST

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To: Maverick who wrote (18616)	11/10/2000 4:54:13 PM
From: Paul Engel	Read Replies (2) of 275872

Re: "JC's AMD analyst CC transcript" * AMD will announce a 1.50GHz product in Q2 This is actually a little of a downer. Even accepting Dirk's assertion that the 1.20GHz Athlon is superior to the 1.50GHz Pentium 4, it is uncool that AMD (well, Jerry) said a few months ago that they'd be at 1.50GHz in Q1. * The server variant of the Mustang core, expected at one time to becalled "Athlon Ultra", was nowhere to be found here. It appears that the recent rumour of Mustang [server variant] being knocked off in favour of more of a lean on K8 might have been true. Of course, the fact that AMD has not really penetrated the business market at all would have hurt their chances of Mustang being a success in its target market, but this still is a slight disappointment. * Palomino, the processor with the Mustang core and Athlon branding, will be announced around the end of this quarter, with volume availability by the end of Q1. {===========================} Slip Sliding Away !!

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