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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.94+0.1%Jan 20 3:59 PM EST
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To: Petz who wrote (32799)3/22/2001 3:37:17 PM
From: kapkan4uRead Replies (1) of 275872
 
<If so, how is it that AMD can make Palomini with 64K L2 and with 512K (or larger?) L2 available in the second quarter, but it'll be Q3 before the 256K L2 Palomino is ready?>

To me it does not make sense to release a desktop Palo in volume now. The pipeline is full of T-birds and they are killing P4/P3 on the desktop. There are no competitive reasons to obsolete the inventory. The mobile Palo will take 100% share from P3 and 0% from T-bird.

Kap
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