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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: kapkan4u who wrote (43503)	6/8/2001 11:32:36 PM
From: Joe NYC	Read Replies (4) of 275872

Kap, But this latest argument is ridiculous. Why would AMD cut over to Palomino instantaneously? Do we also expect Intel to be 100% P4 and no desktop PIII by now? When Intel introduces a new stepping, they change to it pretty rapidly. I think it was also the case for Coppermine-T (or whatever the stepping that actually shrunk the chip size). P4 is a completely new animal, with need for new infrastructure, with higher die size etc. The reason I am concerned is because 100% of AMD revenue comes from desktop, (0% from server and notebook), and we are now 3 months into this "shipping" stage - stage where AMD claims chips are being shipped to OEMs (and distributors), and we still have no clue if Palomino will be competitive in the Desktop segment (at least in the same ballpark MHz wise, ahead performance wise) My personal opinion is that there is less room to move on the upside if the desktop Palomino concerns are lessened than room on the downside if they are confirmed. What is your take on Palomino? Joe

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