Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.73

-6.1%

Jan 30 9:30 AM EST

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To: combjelly who wrote (33368)	3/25/2001 12:13:26 PM
From: Tony Viola	Read Replies (2) of 275872

Comb, The topic of discussion was the MusKank, i.e. the large cache Palomino. That was cancelled because of lack of demand. Now there is demand and they will produce it instead of the smaller cache PaloMeatHead. What happened in, what 3 or 4 months, to go from lack of demand, to demand for a large cache processor? Are you sure this isn't another case of 'if AMD has it it's hot, if they don't, it's not in demand?' If anything, demand is lower right now because of the Fed induced monkey wrench in the economy and it's effect on IT spending. Tony

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