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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.32+0.1%12:25 PM EST
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To: Petz who wrote (18969)11/13/2000 7:44:03 PM
From: Charles RRead Replies (1) of 275872
 
Petz,

<Do I detect that you think there was, ahem, a certain amount of sandbagging going on last week?>

Not really! For all practical purposes we will not see anything beyond 1.2 for Q4. Any thing above that will be limited edition. As I said there is no infrastructure to move past 1.2G this quarter. We need Palomino or FSB133DDR for that - which is Q1.

<I don't really care if there is a standard rollout in a week, but if Anand and others get 1.33-1.4/266 DDR TBirds or Palominos to benchmark alongside P4's, there will be half a dozen stories from ZD, Cnet, CMP Techweb and others saying that the P4 is slower in most benchmarks, starting November 21.>

I suspect that's what we are going to see. It could be next week or next month but I am convinced that there is going to be a limited edition launch before the year is over.

Chuck
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