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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 250.10-3.7%Nov 4 3:59 PM EST

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To: kapkan4u who wrote (34169)3/29/2001 9:09:53 PM
From: fyodor_Read Replies (1) of 275872
 
Kap: EV6 will be around for 2-3 years. Why do you think the Thoroughbred line was conceived? To lessen the dependence on K8/LDT and to milk the EV6 infrastructure for few more years.

I see Tbred and Appaloosa mainly as insurance against Hammer problems. If the Hammer chips and LDT infrastructure ramp well, the .13mu EV6 Athlons could have a very short window of existence. EV6 motherboards are just too expensive to be a real force in the low low end (repeat deliberate ;)). Of course, if Intel drops the single-pumped GTL+ bus altogether, that could change things. I just don't see that happening in the low end until LDT is very well established.

-fyo
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