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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 249.66

+7.6%

Jan 21 3:59 PM EST

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To: Petz who wrote (77416)	4/17/2002 2:46:38 PM
From: andreas_wonisch	Read Replies (1) of 275872

Petz, Re: The weak launch of TBred reminds me totally of the weak initial launch of Palomino. The Palomino launch was a disaster, no doubt. But it exceeded only our expectation because the added functionality (SSE, hardware prefetch) and new chipsets (KT266A, nForce) helped it to regain the performance crown from Intel. However, it scaled rather poorly: It was introduced at 1.53 GHz (XP1800+ in October) and is now at 1.73 GHz (XP2100+). That's only a 13% increase in clock-speed over a period of six months. Unfortunately there's no indication that Thoroughbred will scale any better. And since it doesn't have any additional performance enhancement (not even a higher FSB) I don't expect much from it. Andreas

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