Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.32

-0.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tenchusatsu who wrote (18905)	11/13/2000 3:16:08 PM
From: Charles R	Read Replies (2) of 275872

Tenchusatsu, <So, Chuck, what is your explanation for AMD's dropping of Mustang? > No customers! Given there is no 760MP it probably didn't make sense for AMD management to keep pushing it especially since those same resources can be put to use for something else. <Sure, AMD didn't plan on having a 4-way or 8-way platform in 2001, but that didn't stop them from keeping Mustang on the roadmap until now.> But there was a 2-way platform though. Now there is only a 1 way platform until mid-2001. <And some AMDroids were licking their chops over the possibility of sticking large-cache Athlons onto 2-way platforms. Why does it not matter now?> I think the problem is spelled Foster. By having 760MP go into Q2 2001, AMD has a huge mind share problem. It looks to me AMD's key customers decided not to fight this war. For over a year, Intel was highly exposed. For AMD to have a SMP running in labs in June 1999 and not being able to get something to market until 2001 is a case of one huge missed opportunity. Chuck

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next