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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.54+1.5%Nov 28 12:59 PM EST
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To: combjelly who wrote (116880)3/11/2004 12:59:49 AM
From: PetzRead Replies (1) of 275872
 
First, I wonder whether DELL wouldn't be able to supply a 2.4 GHz PC with 1M L2. That would tell me the major problem is binsplits and then we should see a gazillion Prescott Celerons real soon now.

If DELL can't get Prescott soon, they will tell INtel they only want LGA Prescotts which would put enormous pressure on the LGA transition, which also involves chipsets that aren't quite ready yet.

Petz
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