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

To: Jim McMannis who wrote (30261)3/4/2001 10:39:23 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Jim,

When is the announcement of Palomino notebook supposed to happen? I vaguely remember March 11 date.

I think the month of March is going to be busy: we so far have had Compaq DDR announcement, NEC DDR + European business line, later on this month we will get 1.3 + 1.33 GHz Tbirds, Palomino notebook chip, Duron 900. In April we may get the SMP Tyan board, Via KT-266 chipsets.

I guess with Compaq and NEC jumping on DDR and AMD-760 chipset, it seems that the story of shortages of AMD-760 may be caused by this.

It is still inexcusable for AMD to have a shortage of chipsets whose production can be increased so painlessly - just tell UMC or TSMC to process more wafers. These happen to be the chipsets that make AMD CPUs look the best, and incidentally, earn revenues for AMD.

Joe



To: Jim McMannis who wrote (30261)3/5/2001 3:26:43 AM
From: PetzRead Replies (2) | Respond to of 275872
 
Jim, Intel is obviously pushing 400 MHz DDR SDRAM because they can't get any variety of RAM to work asynchronously with respect to their FSB which is 100 MHz quad-pumped. I expect to see that their Brookdale chipset will not support PC133 but only PC100. They've already announced that the DDR version of Brookdale will only support 100 MHz*2 (PC1600) and not 133 MHz*2 (PC2100).

Petz


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