Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.94

-0.4%

10:38 AM EST

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To: Tenchusatsu who wrote (18885)	11/13/2000 2:09:05 PM
From: Charles R	Read Replies (1) of 275872

Tenchusatsu, <Still, Intel was having trouble meeting demand for Cascades even at 700 MHz. > This cannot possibly be true unless Intel is having SEVERE yield problems which is not true. <Most likely this was due to manufacturing capacity (making one Cascades means sacrificing four or five potential Coppermines). > Do the math and you will see that it still makes a lot of sense to sell Cascades. <Likewise, AMD probably decided that Mustang would severely impact production of everything else, so they dropped it and are now pinning their hopes of 2-way SMP penetration with small-cache Palomino> Seems like a completely flawed conclusion based on patently wrong assumptions. Chuck

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