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

To: Petz who wrote (25637)	1/18/2001 2:32:13 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"As I just posted, I'm hoping that the first Pally will be a 1 GHz notebook chip." Wasn't the mustang/palomino basic core supposed to have power consumption reduction? Hummmm...I thought Morgan was going to be the notebook chip and Palomino was the mustang with less cache... Jim

To: Petz who wrote (25637)	1/18/2001 2:41:55 PM
From: Pravin Kamdar	Respond to of 275872

John, If AMD announced a 1 Ghz mobile Palomino in March, it would be a total coup, and I would be a very happy guy. Pravin.

To: Petz who wrote (25637)	1/18/2001 2:52:17 PM
From: jjayxxxx	Respond to of 275872

Petz, re: ...I'm hoping that the first Pally will be a 1 GHz notebook chip. I think you just hit the nail on the head. The first Palomino won't be a 1.3 Ghz desktop, it'll be a lower mhz (±1ghz) mobile version. This would jive with my concerns about Jerry's CC comment of 1.3 this quarter followed by 1.4 and 1.5 palomino next quarter. The 1.3 is T-bird, but palomino still arrives this quarter, just in mobile form. This would make sense from a demand/price perspective too: where can AMD get the most money with a 1 GHz processor this quarter, desktop or notebook? JJ EDIT: Redundant. Pravin beat me to it. P.S. Wow. Nice price action today. Somebody big is interested.