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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.65

+0.3%

Dec 29 3:59 PM EST

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To: kapkan4u who wrote (43591)	6/10/2001 10:54:05 AM
From: Jim McMannis	Read Replies (2) of 275872

RE:"Mustang was supposed to be the answer to P4. When AMD saw P4 numbers, they realized that T-bird was plenty enough for P4. At the same time they saw an opening in the mobile space with no mobile P4 on the horizon. At this point the decision to switch became obvious." What about the cache? The big 512k-1g-2g cache needed to encroach on high end server territory? Jim

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