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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 198.12-5.2%Dec 17 3:59 PM EST

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To: AK2004 who wrote (62310)11/6/2001 1:04:20 AM
From: PetzRead Replies (1) of 275872
 
From what planet did Jonathan Joseph write this on Nov. 5?:
We had expected a 2.2GHz Willamette (0.18-micron) to be introduced last week with the price cuts, but that it was pushed out because Intel already has enough of a speed lead
against AMD's Athlon. Why rush the market?


Why rush the market? Every review out there says the XP 1900+ is faster than Intel's best. Intel has no SPEED lead, they only have a MHZ lead.

So he expected the 2.2GHz Willy in October?? Everyone else says this will happen just in time to miss Chrismas.

and then, about the Athlon XP1900+ he said:

We expect AMD (AMD-$12, 1S) to release its new Athlon XP 1900+ processor in the next few weeks
[It was released already before anyone read this research note!]

PS - I liked the part about AMD "ramping production" of 0.13u in Dresden.

Petz
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