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

To: Pravin Kamdar who wrote (18936)	11/13/2000 4:45:21 PM
From: 5dave22	Respond to of 275872

Pravin, on strength I will reduce my stake in AMD. Now I just have to hope we can find strength at some point. Too many concerns. Dave

To: Pravin Kamdar who wrote (18936)	11/13/2000 5:00:44 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

Pravin, <It looks like my mobile Athlon concerns have been confirmed by AMD: Mark Bode, a division marketing manager, said AMD also was still wrestling with heat concerns surrounding the mobile chips. Desktop Athlons normally consume 60 watts, while a notebook chip needs to come in at 20 watts or less. > These concerns are nothing new - laptops require lower power CPUs than desktops. Intel and AMD know how to take their fastest parts and run it at low voltages to meet the power number. This power issue seems to be a fancy side step by Mark Bode to deflect the real issue - Palomino/infrastructure slip. If power were THE reason, wouldn't you think Palomino desktop would be shipping now? If you remember, the roadmap used to be Corvette mobile in H2. Then it became Palomino mobile in Q4. Then it became Palomino desktop in Q4 followed by Palomino laptop in Q1. Now it is Palomino desktop/laptop in Q1. In parallel the ALI mobile chipset slipped from production in H2 to samples in Q4. This is slip city. The marketing dance of justification is not surprising. Chuck

To: Pravin Kamdar who wrote (18936)	11/13/2000 5:22:52 PM
From: andreas_wonisch	Respond to of 275872

Pravin, Re: "Power is possibly the single biggest challenge," Bode said. I wonder why power consumption is still a challenge when the CPUs are already sampling? Wouldn't it require a new stepping to decrease the consumption even further? I don't want to sound too negative but I find this statement from Bode very disturbing. I hope Q1 doesn't mean March. Andreas

To: Pravin Kamdar who wrote (18936)	11/13/2000 5:29:24 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

Pravin, I checked out the Gateway website see if there is anything there to support my thinking. Here is what I found: gatewayatwork.com The baseline $1299 small business system is now at 1GHz! With this data, I would not be surprised if my guess turns out to be right. Gateway in fact may be sucking up a lot of the higher speed output. This also is consistent with the spike up of 1GHz Athlon prices (from Albert's post this morning) We are probably days from introduction of 850/900Mhz Durons and/or 1.26/1.33GHz Thunderbird - probably coinciding with P4 announcement. Chuck