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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: Charles R who wrote (43423)6/8/2001 10:27:54 PM
From: Joe NYCRead Replies (1) of 275872
 
Chuck,

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?

This is the reason I am out of the stock at the moment.

Joe
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