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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: peter_luc who wrote (35416)	4/11/2001 8:19:22 AM
From: Dan3	Read Replies (1) of 275872

Re: P4 2 GHz to be launched in June! x-bit makes stupid mistakes from time to time. The next story has a discussion of how the SiS730SE adds support for 266FSB to the SiS730S. The SiS730S has always had 266FSB support. There has never been any indication or report anywhere that it did not. Every specification and report on the 730s has listed 266FSB support. It's been listed on their website for many months. I have 2 systems at home using this chipset, one almost 4 months old, and they both support 266FSB. And x-bit's story features a big bullet that says: 730s doesn't support 266FSB. Having said that, we have been expecting 2GHZ P4s "real soon now" since early January. Between the size of the P4 die, and the lack of non-rambus chipsets, the majority of Intel production will be PIII/Celeron at or below 1GHZ. AMD can match or exceed both nominal GHZ and performance of those chips handily. I keep posting that good news for AMD is that Athlon ASPs will be in the low $100s, and that pricing can continue to be supported with P4 at 2GHZ as long as the P4 volume is limited by size and/or infrastructure. Most of Intel's production for several quarters will continue to be .18 PIII/Celereon - and those parts will be all but unsellable for desktop systems once 2GHZ P4 starts to be promoted. OTOH, it would be best for AMD if wafer starts are including quite a few palaminos at this point in time, because a quarter from now, they will be quite important for the company. It would be nice to know whether or not this is the case. Regards, Dan

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