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


To: combjelly who wrote (33368)3/25/2001 12:13:26 PM
From: Tony ViolaRead Replies (2) | Respond to of 275872
 
Comb, The topic of discussion was the MusKank, i.e. the large cache Palomino. That was cancelled because of lack of demand. Now there is demand and they will produce it instead of the smaller cache PaloMeatHead.

What happened in, what 3 or 4 months, to go from lack of demand, to demand for a large cache processor? Are you sure this isn't another case of 'if AMD has it it's hot, if they don't, it's not in demand?' If anything, demand is lower right now because of the Fed induced monkey wrench in the economy and it's effect on IT spending.

Tony



To: combjelly who wrote (33368)3/25/2001 1:46:50 PM
From: Paul EngelRead Replies (1) | Respond to of 275872
 
Re: ", this isn't all that hard. The topic of discussion was the MusKank, i.e. the large cache Palomino. That was cancelled because of lack of demand. Now there is demand and they will produce it instead of the smaller cache PaloMeatHead. Now the desktop version has been delayed, but that is a different issue. "

Delay, Delay, Delays.

That part ISN'T HARD to understand !