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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: pgerassi who wrote (66321)12/26/2001 9:21:17 PM
From: Monica DetwilerRead Replies (1) of 275872
 
pgerassi - You wrote 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.

I'll bet you have a real nifty explanation why there are 84 vendors listed on Pricewatch.com for the Intel 2 GHz Pentium 4 and only 53 Vendors for AMD's 1900+ processor.
Monica
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