Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: Joe NYC who wrote (77596)	4/18/2002 12:19:40 AM
From: Joe NYC	Read Replies (2) of 275872

One thing I take as a big positive out of the CC is that AMD has put Appaloosa out of it's misery. I thought AMD management was coletively out of their minds to put it on the roadmap. Another positive is that ther will be a T-bred with 512K L2, even though they hijacked the code name Barton to do this. Both great news, and I am glad that AMD sees things the same way I see it. Too bad it took them too long to realize this. As many have said, this quarter is completely in a limbo, .13u is basically nowhere, .13u mobile design win must have been terrible, since Jerry mentioned something about the end of the year. The desktop 256K L2 Tbreds are a mistake (except to parallel speed grades up to 2100+). I hope flash will start to contribute this quarter to offset lower ASPs and pressure on units in microprocessor segment. Joe

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