Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.90

-0.1%

Dec 26 3:59 PM EST

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To: Joe NYC who wrote (83177)	6/21/2002 8:43:44 AM
From: Dan3	Read Replies (4) of 275872

Re: Anyway, if the binsplits are the problem... why are the 2200s appearing first? Good point. I think that AMD almost certainly has lots of Palomino inventory available in all speed ranges. The larger Palomino die is easier to attach a heatsink to, and is fully supported by all current Socket A motherboards, while many motherboards will need a bios upgrade, at least, for Thoroughbred. Unless a buyer needs a 2200, they are probably just as well off with a Palomino as a Thoroughbred. Although Thoroughbred uses a little less power, the smaller die makes it a little harder to conduct heat away from the die, making it not much easier to cool. It can result in a quieter box that uses less power, but AMD is already addressing that market with low power Palominos. The issues you raise do seem to, pretty conclusively, prove that Elmer is an idiot for all his talk about yields at Dresden being poor - unless Elmer were totally wrong, we'd have seen a launch of multiple speeds of Thoroughbred, instead of a launch limited to the new speed grade.

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