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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: Charles R who wrote (43423)	6/8/2001 3:32:31 PM
From: andreas_wonisch	Read Replies (1) of 275872

Chuck, Re: 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) I agree. There is something fishy about Palomino, otherwise it hadn't been delayed for almost a year. Bin split problems are the most reasonable explanation since there's some evidence for it. However, it doesn't look like that these problems are terrible (like e.g. K6-III), since there are already 1.2 GHz Palominos available. However, the 20% reduction in power consumption apparently doesn't allow an equal increase in clock-speed. That's probably why Palomino won't go above 1.6 GHz this year according to unofficial AMD roadmaps. IMO it would have been a better decision for AMD to focus on clock-speed instead of performance. The average customer isn't interested in high IPC. And cheap 2 GHz Pentium 4s with SDR memory couldn't be a compelling buying argument for those (although they will perform terrible, of course). Andreas

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