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

To: Pravin Kamdar who wrote (25592)	1/18/2001 1:27:23 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 275872

RE:"During the CC, AMD said that the Palomino would have architectural enhancements that would increase per clock performance "a little bit". They once again emphasized that the main difference between the T-bird and the Palomino was PowerNow!. " Now WAIT A MINUTE! I thought the Palomino core (ex Mustang core) was going to address the power consumption problem irregardless of PowerNow. So now they are telling us that the Palomino will still suck power like the T-bird and because of that it will just be capable of a slight bump in MHZ????? RE:"This concerns me greatly. The enhancements may give them a viable entry into the laptop market, but I don't see how minor enhancements will allow the level of frequency scaling that the desktop product will need. In addition, I thought I heard a hint of subterfuge when the said that they still "plan" on introducing 1.5 Ghz in Q2 and 1.7 in 2H. I know that I'm reading between the lines, but I trust my instincts" See above. It's like they are having a big problem getting the core to use less power...and now are waffling about the speed jumps we were hoping for the Palomino core. I fear your instincts... The problem is they can't redesign the core for significant power reduction. So they went back to the drawing board. Jim