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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 252.04+0.3%3:59 PM EST
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To: Elmer Phud who wrote (123969)6/17/2004 8:49:58 AM
From: fyodor_Read Replies (4) of 275872
 
Elmer: What you say is possible, along with other possibilities as well. We have been trying to keep things simple to pass the Occam's razor test.

If you focus and A64 and look at what (volume) products AMD actually had available until very recently (i.e. excluding the recently introduced 939 parts), it seems likely that there have been bin split issues with A64. Only 3 speed grades were available! 3200+, 3000+ and 2800+. It doesn't seem probable that the frequency distribution was this narrow, so unless you subscribe to the "stockpiling theory"...

I don't think the bin splits have quite come up to where AMD would want them either, considering that the newly announced models only reach 200MHz higher than the previous max (2.2GHz for the 3200+ vs 2.4GHz for the 3800+). That's a long time to be stalled in frequency.

Of course, one could argue that they don't really need any higher right now - and that is not altogether untrue, but let's wait and see if these chips are actually available in volume and how AMD responds when Intel introduces new P4s and really pushes Dothan for the desktop.

Another good indicator would be if AMD does *not* introduce slower 939 models, although if they do, I wouldn't consider it a *contrary* indicator (rather just a response to market demands).

-fyo
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