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

To: Tony Viola who wrote (40612)	5/20/2001 3:22:33 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Tony, I could believe the 1.33 shortage explanation. I'd guess that, if true, the new AXIA and AVIA steppings don't have this problem, given their renowned overclocking abilities, often (in particular with AVIA) at stock voltage. Could be that when AMD realized this, they downbinned all non-AXIA/AVIA parts they could get ahold of to 1.2 or less, meaning only the new stepping would ship at 1.2/1.33. (1.3 also, or is this a 266FSB issue only?) This would create a temporary supply shortage that will ease (is easing already?) going forward. So AMD may not need to up the voltage requirement, at least for all parts currently being produced. It just sucks if you got one of the lame ones, although bumping up .05V isn't that big a deal. I wonder if they'll announce something, under his scenario, or just keep quiet, and allow OEM tech support lines to solve this for the old parts as the problem recedes into the past. (Call this the 'Intel method'.) All speculation, of course. And gathering up a mess of 1.4 parts for early June might also contribute, although that seems less likely to me. Good old demand might explain it, too. Doug

To: Tony Viola who wrote (40612)	5/20/2001 5:02:26 PM
From: fyodor_	Respond to of 275872

Tony: Come on Pete, sample of one? Process variation, product distribution, etc., etc.? They didn't say all Athlons were unstable or crashed. You got a good one. I can add another 2 to that (friends, both running completely stable for weeks on 1.55V @ 1.33GHz). Still a terribly small sample, but I have not heard of a single such instance of instability. I'll be down-town tomorrow... hopefully, I'll get a chance to stop by one of the local shops and hear what they have to say about it - their basis should be statistically significant. -fyo