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To: Dan3 who wrote (133535)	4/28/2001 12:52:34 AM
From: milo_morai	Read Replies (3) \| Respond to of 186894

<font color=darkred>TOP STORY: AMD rides off to the notebook races with Palomino The Intel rival may have been a non-factor in the notebook computer race so far, but this quarter the company is finally going to bust out of the starting gate riding its Palomino notebook PC processor. ebnews.com Details of Palomino leaked to EBN describe a chip with a clock rate of 1.3 to 1.4GHz, supported by double-channel PC2100 memory modules with 4.2Gbit/s data rates. Palomino, which succeeds the Thunderbird version of Sunnyvale, Calif.-based AMD's top-of-the-line Athlon MPU, will make its market debut in notebook PCs, with desktop versions expected to follow in the third quarter. Although Palomino can be supported by several third-party chipsets, the launch will feature a new Nvidia Corp. integrated north bridge memory controller/graphics processor-the same single-chip design Nvidia is using for the upcoming Microsoft Corp. X-Box electronic game console. Nvidia will also supply the same streaming-audio south bridge chip that it is producing for X-Box. The Nvidia core-logic controller approach will use the 128-bit graphics bus to interface with Palomino as well-two times larger than any memory bus line connecting with any existing PC processor today, sources noted. Both AMD and Nvidia spokespersons failed to respond to inquiries regarding the Palomino notebook features. ebnews.com M.

To: Dan3 who wrote (133535)	4/28/2001 6:14:59 AM
From: dale_laroy	Read Replies (1) \| Respond to of 186894

"it looks like next quarter AMD may finally re-enter the notebook market and, for the first time, enter the server market. AMD won't make much money in either of those two markets (at first, maybe ever) but Intel will have to lower its prices unless it wants to give up chunks of the notebook and server markets. The brutality of the current price war makes it clear that Intel will fight bitterly for their remaining market share." Q2 will probably be harder on AMD's ASPs than Intel's. But I would expect AMD to take enough of the notebook market in Q3 to actually regain some of the ASP lost in Q2, while Intel's ASP will continue to fall. Until the news of the delay in 0.13-micron equipment, I suspected that Intel might regain some of the ASP lost in Q3 during Q4, with AMD losing ASP again, but this situation is likely to reverse with the delay in 0.13-micron equipment. Indeed, AMD might manage to have as high of an ASP in Q4 as in Q1, but more likely only modestly above Q3 ASP.

To: Dan3 who wrote (133535)	4/28/2001 12:28:04 PM
From: Paul Engel	Respond to of 186894

Blow Hard Dan - Re: "It's been replaced by the 1.33GHZ part, of course the price was cut." And the 1.3 GHz processor is now selling for 50% less than the 1.2 GHz it replaced !! Ha !! How about them Hamster delays? Pretty damn cool, eh? Paul