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

To: Jim McMannis who wrote (14932)	10/18/2000 6:47:47 PM
From: rsi_boy	Respond to of 275872

heh, heh forget about mustang, It's starting to look like duron is going to give P4 a run for its money on a lot of benchmarks <g>

To: Jim McMannis who wrote (14932)	10/18/2000 7:33:39 PM
From: porn_start878	Read Replies (2) \| Respond to of 275872

If P4 is as crappy as we assume, and the MustangDDR as improved as we expect, things will go well. But things never go perfectly. We will have those good old manufacture problems in the next Q. AMD definetly need to equip itself to do mobos... or at least contract someone to do them in volume. I would gladly but an AMD reference design board. I'm fckng sicked of that continous infrastructure constraints. It's been more than a year that the problem slows k7 penetration. ASP drop are in direct relation with expensive motherboards. As for market share limitation (AMD could and would have produced more, had there been mobos to accompany it). Max