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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

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Dec 26 9:30 AM EST

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To: andreas_wonisch who wrote (43417)	6/8/2001 1:58:58 PM
From: Charles R	Read Replies (4) of 275872

Andreas, <Are you hinting at binsplit problems with Palomino?> I have heard about mind boggling Mustang benchmark numbers in August of last year. And we haven't seen volume production on Palomino yet (the low volume laptop and MP launch doesn't count). Palomino was also supposed to debut at voltages significantly lower than Thunderbird and more recent data points clearly suggest that is not the case. If Palomino is in fact binning well and yielding well, AMD should have cut over the production to Palomino by now. It makes no sense to keep going with Thunderbird if Palomino is performing per expectations (8% die size penalty is not a big deal given all the other advantages the die offers) Don't you think there is something is wrong with the picture? Chuck

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