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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.90-0.1%Dec 26 3:59 PM EST

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To: THE WATSONYOUTH who wrote (43442)6/8/2001 8:01:46 PM
From: Charles RRead Replies (2) of 275872
 
TWY,

<You are assuming these two parts have the same channel length?? .>

Yes. Why should/would it be any different? Are there any good reasons to use more conservative channel lengths on Palomino?

< Note the 1.3GHz Q4 Palomino is also 1.5V. The 1.1GHz Q3 Palomino is just at a longer channel length than the 1.1GHz Q2 T bird. It should then scale higher.>

I don't read it that way. I think the reason Thunderbirds are in SFF is because AMD went for backup plan after seeing the continued delays in Palomino. For that very reason, I see Thunderbird being phased out after initial SFF launch (as soon as AMD feels confident about Palomino ramp).

Am I missing something?

Chuck
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