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

To: andreas_wonisch who wrote (18353)11/9/2000 1:37:04 PM
From: aburnerRead Replies (1) | Respond to of 275872
 
Andreas,
my video stream was somewhat choppy, so I might have missed it, but from the parts I received I didn't hear anything about the Mustang. What happened? Will we see anything new from AMD at next week's expo? Also 1.5 GHz delayed is not good news.

Concerned,
ABurner



To: andreas_wonisch who wrote (18353)11/9/2000 6:23:05 PM
From: fyodor_Respond to of 275872
 
<Andreas: You could either interpret that as AMD being very confident with performance against P4 or having problems to yield above 1.2 GHz currently. But it's a stark contrast to Jerry's prior statement.>

He actually gave some very interesting info: 80% 1GHz+ in Q3. Without actually doing the math, it looks like 1.1GHz is a conservative sweet spot. That would make it possible to ship 1.3GHz in Q4, no problem. (so why ain't they doin' it???)

-fyo


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