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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

3:59 PM EST

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To: KeithDust2000 who wrote (149234)	1/27/2005 11:30:00 AM
From: Rink	Read Replies (1) of 275872

Keith, Performance: I expect Turion to exceed Dothan a bit in FP and be close to Dothan in INT (maybe just a bit below it though). I base this on a performance estimation related to E0 power + frequencies semi-rumor articles by the INQ. Timeframe: I expect Turion to be available in summer time frame, around July. Battery: I don't know if Turion laptops will have the same batery efficiency as Dothan based but feel fairly certain the cpu used in Turion notebooks won't need more power than Dothan (a cpu however does not make a notebook). Again based on semi-rumor power + frequencies the INQ wrote about for E0. Features: The feature set for as far as the cpu is concerned will be better for Turion (64b), AMD will in all likelyhood include 802.11b+g as requirement for Turion branding, it won't have DDR2 and PCI Express but the latter isn't exactly needed in notebooks (though some might crave for hot air). So for features I'd say 64b vs. DDR2 + PCI Express. Share in corporate accounts: HP is likely to use it, and hence yep the increased product portfolio will help AMD gain access to corporate accounts (I'd say marginal but significant). Volume: Well, this is the area where I'm cautious too. Both volume and availability around the world. Really no answer: In my opinion it could vary between immediate and 2 quarters after introduction. Hope to get some clarity on this within 3 months from now. Besides (I'd like to stress this): Besides we have an E0 stepping coming too that's relevant for thin and light segment as I mentioned before. Even if you don't feel strong about what AMD says about Turion, I believe you might feel stronger about E0, nicht war? If so that's relevant to AMD's notebookshare you'll have to agree. And if so think about the fact that, like you quoted, Turion is not a cpu but a platform. Hence, though I agree with being cautious I seem to feel a bit more sure about the semi-rumored power + frequencies the INQ spread than you are. When exactly do you think E0 will be available in low voltage? Regards, Rink

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