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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.18

-2.1%

Dec 2 3:59 PM EST

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To: Joe NYC who wrote (70855)	2/7/2002 2:23:46 AM
From: Joe NYC	Read Replies (2) of 275872

Back to the BofA conference, I found the link to the slides on jc-news.com (Doh) veracast.com And slide 11 veracast.com clearly states what I have been speculating about, which is no .13u in Q1, but there would will be an .18u Palomino based XP 2200+ in Q1, as slide 9 veracast.com indicates. I wonder what the frequency will be. I guess we would need at least 1.8 GHz. Back to veracast.com which is the mobile roadmap. It seems that AMd expects Barton to be available in Q4, since the wattages drop across the board for the same speed grades of Q2 Tbred. So it looks like AMD will have the top speed grade, and most likely power consumption advantage. Slide 13 veracast.com has a notable mention of Sledgehammer samples in 1H02 in addition to Clawhammer samples in 1H02. Joe

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