Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.87

-0.1%

Dec 23 3:59 PM EST

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To: Charles R who wrote (18955)	11/13/2000 6:59:04 PM
From: porn_start878	Read Replies (1) of 275872

TBird over 1.2 would be awesome news to me (however the yeild has to be at least 10% to fullfill demand) that would put that Palomino's average yeild around 1.33. But while your sources may be credible, at that speed the heat dissipation gets to P4-level, and that where the palomino is needed. If the Palo goes from 1.2 to 1.4 during Q1, AMD will do fine (i mean maintain their actual performance lead) only if they already moved virtually all (70-80%)the Dresen waffer starts, which sounds unlikely aggressive, to ponys (100 and 133 FSB part... I hope their won't be KX-133-like issues this time). Max

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