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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 252.09

-0.3%

3:59 PM EST

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To: Charles R who wrote (38501)	5/7/2001 4:34:44 PM
From: andreas_wonisch	Read Replies (1) of 275872

Chuck, Re: It makes a lot of sense to keep Morgan at 64K L2 and increase Palomino to 512K L2. The 256K additional cache can explain much of the 15% difference that you quote. I hope so. With the added features and the cooler running core, Duron could be a killer processor for low budget computing and give the PIII a run for its money. The main obstacle for Duron to get more design wins is IMO the bad differentiation from Thunderbird and the high power consumption which is untypical for PCs in that price range. Morgan could change this. I also hope AMD uses the PR advantage to have the first budget processor at 1 GHz. Not true at all! Duron and Athlon already have different L2 sizes. Yes, sure. I meant that it is unlikely that Palomino and Morgan will differ on anything different except L2 cache. Andreas

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