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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.91+0.9%Dec 5 9:30 AM EST
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To: TGPTNDR who wrote (75698)3/27/2002 9:37:59 AM
From: hmalyRead Replies (2) of 275872
 
TGPTNDR Re..A good read from Penstarsys -- AMD Today.
penstarsys.com

The following are section headings. <<<<<<<<<<

I liked the article. It was fairly optimistic for Hammer, maybe too optimistic, but who am I to argue. I really like this part as it addresses yesterdays topic.

There are quite a few reasons for this, and most of them are pretty good. Firstly AMD is not in a position to supply the channel with desktop Thoroughbred processors. While the yields are very good so far, overall production cannot begin to meet the demand the channel will place on the new Athlon XP processors. AMD will introduce the Thoroughbred in a step by step process until AMD feels that it is at a place to adequately fill the channel with desktop T-breds.<

Note the yields are very good so far which seems to totally contradict what Elmer and Yousef are trying to say.

The other architectural additions are there to address the system level bottlenecks that truly affect overall system performance. Memory and I/O limitations account for the majority of bottlenecks in a system. <<<<

Note this part which seems to really address Ali's concerns, about improving the bottlenecks. Now if he would just address my concerns about making money.
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