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

To: kapkan4u who wrote (32809)	3/22/2001 3:44:05 PM
From: niceguy767	Respond to of 275872

kapkan4u: "To me it does not make sense to release a desktop Palo in volume now. The pipeline is full of T-birds and they are killing P4/P3 on the desktop. There are no competitive reasons to obsolete the inventory. The mobile Palo will take 100% share from P3 and 0% from T-bird." Nice sensible plan...and perhaps can add Dresden capacity to ensure adequate supply of mobile palominos...(The existing excess demand for Dresden product is a bit of a bottleneck for AMD at the moment...hopefully to be resolved in Q2)