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

To: Jim McMannis who wrote (19941)	11/20/2000 10:22:10 PM
From: porn_start878	Respond to of 275872

I do not expect ponies before January anymore. AMD has enough work to do in supplying 133FSB TBird and working\waiting on\for better DDR board support. I think palomino is ready to launch but AMD want to launch it along with the mobile parts... however it's a pretty wild guess. AMD can take it's time and manage a robust launch for the ponies, waiting for the 10 DDR board or so to be shipping well. I'll probably have to wait until early Feb to put my hand on some pony and decent (Asus, MSI, Abit...) mobo. argh!!! I'm bored of this k6-crap 380 ;-P Max

To: Jim McMannis who wrote (19941)	11/20/2000 11:06:46 PM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

Jim, Apparently the Mustang derivatives are not ready for primetime yet.... I guess I am not the only one who noticed that November 15 came and went, and the only thing that happened was a demonstration of 1.5 GHz Palomino. Joe

To: Jim McMannis who wrote (19941)	11/21/2000 5:00:44 AM
From: Gopher Broke	Respond to of 275872

Apparently the Mustang derivatives are not ready for primetime yet I would not jump to that conclusion. The infrastructure is ramped up enough to compromise the 1.1 and 1.2 sales by introducing low volumes of higher speed processors. AMD need to milk the holiday market right now. I also think that AMD have played the P4 release exactly right so far. Let the press compare it against the 1.2 GHz and find it lackluster against that. Then they can bring out the faster systems that leave P4 in the dust. A "limited quantities" pony release would have just blurred the fundamental point that a 1.5 P4 is slower than a 1.2 Athlon. The think I find astonishing (as does AMD given their "why wouldn't it scale to 2.0 GHz" response) is that some people are looking at the P4's potential future performance and ignoring the equivalent advances in the Athlon. The Athlon is neat, compact core, still relatively immature and I can see no reason why it will not run just great on .13.