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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: DRBES who wrote (199390)5/30/2006 11:56:04 AM
From: heatsinker2Read Replies (1) of 275872
 
Some interesting tidbits from Theo's Conroe article:

"AMD is planning to intro 3.0, 3.2 and cherry-picked 3.4GHz parts."

As worded, only the 3.4 Ghz is "cherry-picked", implying that decent volumes would be available for 3.0 and 3.2. Of course, Theo could have banged this out in a hurry, so this conclusion may not be appropriate.

"What is the most interesting part is the fact that 1.33GHz FSB disappeared from the roadmaps, and it seems that Intel is having more problems with their FSB than they would like to admit"

We'll see ;-)
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