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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: Mani1 who started this subject	2/28/2002 6:08:09 AM
From: andreas_wonisch	Read Replies (1) of 275872

Mobile Thoroughbred delayed by another quarter? I just had another look at the RS presentation from yesterday at: asp01sea.activate.net (somehow when I listened to it live yesterday the slides didn't work) If you set the time to about 13:00 minutes, you'll notice the mobile roadmap. Mobile Thoroughbred is now in Q2 at 1900+. IIRC it was in Q1 in all roadmaps before. The desktop roadmap at about 11:30 minutes is also interesting. The desktop Thoroughbred will be introduced in Q2 but apparently it's only good for a 66 MHz increase (2200+ vs. 2100+ this quarter). We will only see a significant performance boost in Q4 (model 2800) -- probably thanks to Barton and SOI. Andreas

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