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

To: Joe NYC who wrote (39512)	5/14/2001 10:07:40 AM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

>I have a feeling that the strategy is to keep the core very expensive, and keep it away from general desktop market until there is a smaller package. I don't think it is a good strategy. If AMD just released these Palominos and sold them at desktop prices (where the prices will be in 1 to 2 quarters anyway), they would have been able to sign up more OEMs right away and have a huge launch, selling a multiple (2, 5 or 10) of the very low volume this launch are experiencing.< One interesting strategy would have been to have not launched a mobile Palomino this quarter, but instead launched a low/high voltage desktop Palomino. AMD could have launched desktop Palomino processors that were rated at a peak speed grade of 1.0 GHz and FSB of 100(200) MHz at 1.4v, while being rated at 1.333 GHz and FSB of 133(266) MHz at 1.75v. These processors could have been sold according to their low voltage rating, that is to say a 1.0GHzLV Palomino could have been sold at the same price as Intel's 1.0 GHz desktop Coppermine. Yet the 1.0 GHz Palomino would be verified and guaranteed to operate at 1333 MHz and the 133(266) MHz FSB at 1.75v. Then, vendors such as Compaq, could have been encouraged to use these officially desktop chips in notebooks, similarly to the way that earlier desktop AMD processors were used in notebooks.