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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Pravin Kamdar who wrote (7148)	8/31/2000 2:21:48 PM
From: chic_hearne	Respond to of 275872

Pravin, AMD is on FIRE today !!!! I haven't got to say that in a while. ;-)) chic

To: Pravin Kamdar who wrote (7148)	8/31/2000 2:28:03 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Pravin, Behind the nice charts, it appears to me that infrastructure issues are continuing to wreak havoc in AMD land. Dependence on VIA remains the bottleneck. Thunderbids got pushed out first, Durons followed, now the laptop side faces the same sorrow fate. DDR chipsets also seems to have slipped a touch - hopefully not enough to cause much damage. Let's see if we see any real volume on these puppies in 2000. The only good thing here is that Intel's execution has been less than stellar. Chuck

To: Pravin Kamdar who wrote (7148)	8/31/2000 2:35:48 PM
From: Petz	Read Replies (4) \| Respond to of 275872

Pravin & thread, Personally, I think its time for AMD to file a contraint of trade suit against Intel based on 1. The Intel-VIA lawsuit. Intel is selectively applying its patents to control a competitor's partner. 2. Something from yesterday I can't remember, but it was to the effect that if they don't go with AMD, we'll do this for you. I don't think this would be taken as a sign of weakness at all, but a preemptive strike against the possibility, however remote, that Intel could obtain an injuction against shipments of KT-133 chipsets. A 10% probability of that is worth 5% of AMD's stock price. Maybe the Willy bus uses something from the EV6 patent portfolio. Petz

To: Pravin Kamdar who wrote (7148)	8/31/2000 2:40:12 PM
From: Yougang Xiao	Read Replies (1) \| Respond to of 275872

Pravin: <<Someone that can read Chinese needs to give us a summary of this (from AMDZone):>> I wish I could read Japanese!

To: Pravin Kamdar who wrote (7148)	9/1/2000 12:54:35 AM
From: Cirruslvr	Read Replies (2) \| Respond to of 275872

Pravin - RE: "Looks like Palomino has 512KB of L2 cache and Morgan ahs 128 KB. Is it saying 1.5 Ghz Mustang in Q2 or "2" month (Feb)?" If Palomino has 512K L2 cache I would expect AMD to do some kind of shrink because a 512K L2 Thunderbird would be something like 140 sq mm or so and that would probably run too hot for notebooks, even if Mustang's core is condensed more with the same process. Scumbria, would an extra 256K L2 cache even help the Athlon in notebooks? I think you will say it won't help in normal business apps which are usually run on notebooks. My WAG is Palomino has 256K L2 cache, not 512K, unless the AMD does a process shrink to .15 or so. Last I checked, AMD's FAQ said Mustang would be made on a .18 process, but I checked out again and I think the wording has changed - "“Mustang” Enhanced version of AMD Athlon™ processor with reduced core size, lower power requirements, and up to 1MB of on-chip, performance-enhancing L2 cache memory. *Expected* to be manufactured on a 0.18 micron copper process technology. Multiple derivatives of the Mustang core are planned to address the requirements of the high-performance server/workstation, value/performance desktop and mobile markets. “Palomino” Enhanced version of AMD Athlon processor based on “Mustang” core with reduced core size, lower power requirements and support for mobile features. Will represent the first AMD Athlon mobile offering. *Expected* to be manufactured on a 0.18 micron copper process technology. “Morgan” Future version of AMD Duron processor core with reduced core voltage, lower power requirements, and support for mobile features. *Will* be manufactured on a 0.18 micron process technology. Planned to address the requirements of the value market." www1.amd.com So Morgan will be made in Austin while Mustang and Palomino will be made in Dresden and are "expected" to be made on a .18 process. I bet AMD is very careful of their wording in these FAQs, so I am sure they know what they wrote. Paul says he thinks Mustang will use a .18/.13 combo kinda like the Athlon used a .25/.18 combo last year.