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

To: fyodor_ who wrote (34788)	4/4/2001 11:43:36 AM
From: niceguy767	Read Replies (2) \| Respond to of 275872

fyodor: "On the contrary, the later it is, the less impact it will have." I suspect that the palomino's arrival signifies a new and positive phase for AMD in the mobile, server and workstation spaces not unlike that signalled by the Athy when first introduced...That palomino arrives without flaw is the single most important factor to AMD...A clean palomino entry will reap far more returns over the longer term than a hurried or slap dash entry...Besides, AMD has to wait for either Dresden capacity to increase significantly or for excess Dresden demand to subside to make room for palomino production...AS neither scenario seems imminent, why would AMD rush palomino to market???