Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pravin Kamdar who wrote (18874)	11/13/2000 1:49:06 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Pravin, <I fear that there is a good reason, and that reason is low yields at 1.2 Ghz.> AMD's publicly stated yields are 80%+ at 1GHz or higher. Yields don't roll-off that fast. I gather there are cooled parts that have seen north of 1.5G. < However, is is also very likely that they are waiting for infrastructure to catch up. > I do allow for possibility of cooling issues and motherboard stability. I think this is more likely than yield thing you propose but nevertheless I think it is low probability deal. If Gateway had systems for sale a month back I fail to see how others can be that far behind. And, I think Gateway did move to 1.2G because the consumer and small business is a big piece of Gateway's revenues and Gateway is not too worried about ASPs on PIII based line. Compaq and HP have much higher business base to worry about. <If Micron can not ship a 1.2 Ghz system with 266 DDR for 56 days, what hope does Compaq and HP have? > Where does this 56 day number come from. I thought you can pick one at best Buy anytime you want - no? Chuck