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

To: andreas_wonisch who wrote (38498)	5/7/2001 4:19:47 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

Andreas, <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). > Not quite. It makes a lot of sense to keep Morgan at 64K L2 and increase Palomino to 512K L2. The 256K additional cache can explain much of the 15% difference that you quote. <AMD probably won't differentiate the both core in features (except cache) since the designs would be too different then. > Not true at all! Duron and Athlon already have different L2 sizes. <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.> What you state is what AMD seems set to do. What I am saying what AMD should do, if AMD wants to exploit Intel's process slip. AMD needs to increase Fab25 utilization and one of the easiest ways to do it is flood the market with cheap 1 GHz systems at the $499 price point. Intel cannot respond to that until P4 volumes kick in. Chuck