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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.02+6.4%Jan 13 3:59 PM EST
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To: Charles R who wrote (51978)8/21/2001 10:16:48 PM
From: milo_moraiRead Replies (2) of 275872
 
I believe my points made much earlier were that I didn't see the need to release Palomino at this time with LOW PC sales and a slight delay in release was prudent. It doesn't mean AMD has a scaling issue. They may have some trouble shifting over product runs, we really do not know.

As to the fact the Morgan can overclock 20% with no voltage change would suggest you are wrong with AMD not scaling.

I think INTC is really shooting it's wad buy continually rolling out higher speed grades when there is no demand.

M.
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