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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.43

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2:23 PM EST

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To: Joe NYC who wrote (43764)	6/11/2001 10:49:02 AM
From: dale_laroy	Read Replies (1) of 275872

>Why would AMD produce a single Tbird, when the risks of Palomino bugs becomes insignificant - say in Q4 2002? Palomino is a significantly better core than Tbird, with a negligeable increase in die size. (the same on the Duron / Morgan side).< To begin with, AMD has till now revealed no plans to produce Palomino at Fab25. Designing a variant of Palomino to be produced at Fab25 would require scarce engineering resources. They already are producing TBird at Fab25. Additionally, There is reason to suspect that, with a few more tweaks of their Fab25 process, they can match the peak speed grade of desktop Tualatin with TBird alone, desktop Palomino would take AMD well beyond the peak speed grade of desktop Tualatin. The lineup by mid-H2 2002 should be: Morgan versus C3/C4 and possibly Celeron. Appaloosa and TBird versus desktop Tualatin. TBird matching desktop Tualatin's L2 cache while Appaloosa exceeds its peak speed grade and consumes less power at the same level of performance (for most applications). Desktop Barton between desktop Tualatin and desktop Northwood (possibly versus residual Willamette). Desktop Clawhammer versus desktop Northwood.

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