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

To: Paul Engel who wrote (38419)	5/6/2001 10:39:44 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Paul: Sure doesn't sound like that. Somehow, I think we'll find out this quarter. -fyo

To: Paul Engel who wrote (38419)	5/6/2001 11:27:26 PM
From: dale_laroy	Read Replies (2) \| Respond to of 275872

"In the mean time, the world is on notice that Compaq sure isn't interested in the PaloLateHead." I think that it is almost certain that Compaq is not interested in Palomino for servers. And I would guess that neither Gateway nor IBM are either. Why would any top tier vendor be interested in basing a server on a DP processor with just 256K L2 cache? Unless and until AMD introduces a large cache Athlon Ultra variant, they will not achieve any significant penetration into the server market until Sledgehammer. OTOH, they might achieve significant penetration into the DP workstation market, including with Compaq.