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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: kapkan4u who wrote (43510)6/9/2001 11:20:21 AM
From: Jim McMannisRead Replies (3) of 275872
 
RE:". In particular that it is 6-8 months late. Palomino was scheduled for March after the tape-out. So it slipped just a month. It takes time to qualify a new core."

I believe it was Mustangs core that was due in Dec 00 or Jan 01. I think some here have confused Mustang with Palomino. Had it been Mustang that was intro'ed in April or May it would have been 5 months late. Palomino was 2-3 months late at the most.
As far as Charles' thinking...I think he's refering to Hammer slipping a year...which remains to be seen.
Contrary to what Charles is reiterating...the infrastructure for AMD has and will take a quantum leap in the next 3 months.
Unfortunately, Intel is getting P4 up to speed and we know what that means.

Jim

Jim
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