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

To: Buckwheat who wrote (18957)	11/13/2000 7:00:13 PM
From: Charles R	Read Replies (3) \| Respond to of 275872

Buck, <The question that must be answered is..... what is the fastest cpu speed that the infrastructure will support until the DDR boards are released in significant quantities ..> Clearly, the answer to that is 1200MHz and that is why I do not expect mainstream to go past that in Q4 2000. <...(probably sometime well into the 1st Qtr.)?> I agree that sometime well into Q2 is the right answer. That also shows how badly the infrastructure thing is playing out for AMD. Thunderbird is multiplier capped at 12.5 and the 133MHz DDR FSB infrastructure is not ready for prime time and neither is Palomino which would support higher multiplier settings. So any release beyond 1200MHz is a token deal for 2000 and could be ramped only by people who aggressively move to the new infrastructure. So far Micron is the only player that made it (and even this is bogus if the 56 day lead time on DDR266 is right) and I think Gateway could make it before the year is over. Chuck