Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Charles R who wrote (38493)	5/7/2001 4:11:27 PM
From: andreas_wonisch	Read Replies (2) \| Respond to of 275872

Chuck, Re: Unless AMD is incredibly dumb, the odds are Morgan will not be significantly bigger than Spitfire. With Palomino being around 15% larger than the Thunderbird core I think it's a safe bet that Morgan and Spitfire will have the same ratio (maybe even a little bit worse since the L2 cache won't grow 15% on Palomino). AMD probably won't differentiate the both core in features (except cache) since the designs would be too different then. With Duron at 900 MHz currently and 950 MHz later this quarter, it's IMO unlikely that AMD will ramp production up to 1.2 GHz in Q3. More than 1.1 GHz is very unlikely. Andreas