Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 246.76

-0.5%

Nov 14 9:30 AM EST

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To: Elmer who wrote (66315)	12/26/2001 7:16:10 PM
From: pgerassi	Read Replies (4) of 275872

Dear EP: The problem with AXP is that AMD does not want to downbin. The output that is sold out is for the slowest two bins of AXP, 1500+ and 1600+. Higher speed bins have plenty at last report. Thus your conclusions are completely wrong! The reason for P4 shortages is due to the speed curve peaks too soon and by the time it reaches 2G, only 1% or so of good packaged die passes the tests for this bin. 1.9GHz has another 3% that pass. 4% of 9 million is not enough for demand, thus, a shortage develops for these P4 speeds. Plenty of 1.3GHz P4s are available but, no one thinks they are worth the price asked for. The problem for Intel is that AXPs are bought first, then high bin P4s and 0.13u P3s, then Durons and Celerons with low bin P4s bringing up the rear. Thus, AMD sells out all of its production and Intel gets the rest. Not a good situation for Intel. Pete

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