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To: Tony Viola who wrote (133092)	4/21/2001 11:03:32 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"Jim, what are the specs for Palomino mobile, i.e., speed and power? Any numbers leaked or otherwise? I don't remember seeing any and I read a lot around here. AMD has yet to show competency in low power, high speed, have they? Will they compete with 0.13 Tualatin? AMDroids seem to think Palo is a slam dunk. May be, but the proof is in the pudding, or putting, whatever" Droid, smoid. About all the Palomino can do is crawl out of a box...then maybe learn to walk. The good news is that AMD will be starting from nearly ZERO mobile market share so anything will look good. RE:"Jerry said the other day on CNBC there were only two players in the µP chip game, i.e., after getting done with his pig trash talk. I wonder if he remembers what it's like eating crow, as in K5 (+ K6-3) days" Jerry talks a good came but carries a little stick. Even with Athlon, AMD has too many holes in the product line. Maybe he can plug a couple. I'll believe it when I see it. I recall some article that Transmeta is readying 1.4 Ghz chips that run on 1/2 a watt. That would be a player. Jim

To: Tony Viola who wrote (133092)	4/22/2001 3:11:50 PM
From: dale_laroy	Read Replies (4) \| Respond to of 186894

<AMDroids seem to think Palo is a slam dunk.> From the standpoint of grabbing a significant mobile market share, mobile Palomino is a slam dunk. With the exception of Tualatin, Mobile Palomino will be better able to keep up, and even exceed mobile P-III on both performance and power consumption than was the case with mobile K6 versus mobile Pentium MMX. Mobile Palomino will not fair so well against mobile Tualatin however. While mobile Palomino will be able to keep up with the peak speed grade of mobile Tualatin, it will be moving into power consumption territory that will limit its marketability in doing so. However, I expect the 0.13-micron processors that sample in Q4 2001 to be mobile Thoroughbred, using bulk silicon at 0.13-micron. This will not get mobile Thoroughbred down to the power consumption rating of mobile Tualatin at the same speed grade, but it will get power consumption of a 1333 MHz mobile Thoroughbred to under the current power consumption of the 1.0 GHz mobile P-III. And this processor should ship in volume in Q1 2002. Additionally, the peak available speed grade of mobile Thoroughbred should exceed the then currently peak available speed grade of mobile Tualatin out of the starting gate. Then, in Q1 2002, AMD should be sampling an SOI variant of mobile Thoroughbred. Most likely the slowest speed grade of this SOI variant of the mobile Thoroughbred will match the peak speed grade of mobile Tualatin. And, at this speed grade the SOI variant of mobile Thoroughbred will consume less power than mobile Tualatin. This variant of mobile Thoroughbred should ship in volume in Q2 2002. BTW, I am an AMD investor.