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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: milo_morai who wrote (43530)6/9/2001 2:22:49 AM
From: Charles RRead Replies (2) of 275872
 
<how can you assume the transition to Palomino will be the same?>

I am assuming exactly the opposite at this point AND THAT IS THE PROBLEM.

<Fab 30 is going to be just for Palomino's and Morgan's and it's only 55% up to speed. (Maybe 60%) Fab 25 is going to have to produce Duron's and some T-birds until the end of the Year. I'm not sure that Palomino will be build on Al at fab 25.>

The assumption is that Palomino will be built only in Fab30. If AMD continues to produce some low-end Thunderbirds at Fab25 during the transition, so be it.
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