Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

3:59 PM EST

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To: Dan3 who wrote (43936)	6/12/2001 10:39:26 PM
From: TimF	Read Replies (1) of 275872

That would be great, but since a 1.5GHZ Palamino is faster than a 2GHZ P4, AMD doesn't need it, and may well sit on it until Northwood is in volume. Unless it has 1,8ghz Palaminos only in pathetically low quantities then it doesn't make sense to sit on it, at least not to the extent of releasing nothing beyond 1.4ghz and no Palaminos beyond 1.2. Why not do a limited release , totally blow Intel away in just about every bench mark and sell these chips at a premium (and if they are very limited sell them at a high premium). If ASPs were good and rising or if AMD all ready dominated (not just beat but dominated) Intel in performance then maybe holding on to a higher bin speed might make business sense, I would not be surprised if Intel did this when AMD was uncompetitive but neither of those things are true right now. Tim

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