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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST
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To: Joe NYC who wrote (32689)3/22/2001 11:40:52 AM
From: PetzRead Replies (4) of 275872
 
Jozef & Andreas, re:'At this point, I have no idea if Palomino is at the stage of the C Athlons when they were launched (needing another 3 months to become available), or 760 when it was launched, needing another 2 months of motherboard debugging, or if we are at the point were 760 MP was in Q4 2001, not really ready for some time. The possibility of Palomino being fine and being witheld from the market is hard for me to understand."

To me, the chipset explanation makes the most sense. DId you notice that when the first Palominos are released in Q2, they will be paired with AMD's newest chipset only -- the 760MP? The fact that these Pally's have more L2 cache (512K?) is neither here nor there, the point is, they are 760MP chips. I have a pretty strong feeling that Pally is being respun to be compaitible with KT133A and probably ALi MagiK and KT266. The alternative, revising the chipsets to support the Pally's "as-is" is not reasonable since there are about seven chipsets to deal with.

The PC industry, chipset companies and motherboard companies would scream bloody murder if Pally systems needed special motherboards. Even AMD's foundry partner (TSMC) would be hardpressed to make enough 760MP's to support demand, and the 760MP is too expensive for desktop PC's.

Thank goodness the TBird has some legs in it yet. The C stepping will certainly reach 1.47 GHz.

Petz
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