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

To: Win Smith who wrote (43438)	6/9/2001 12:48:25 AM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

>The current T-bird Athlon seems to work great, transitioning the whole product line to the Palimino core all at once seems a dubious idea.< Indeed, even switching all production to Palomino by the end of the year is questionable. T-Bird works great and has a smaller die size than Palomino. By continuing TBird production right up to the introduction of Thoroughbred AMD can achieve higher unit volume. Additionally, AMD can charge a small premium for Palomino versus TBird, thus establishing a slightly higher ASP for Palomino than would be possible with Palomino alone. Where AMD may be making a mistake is with their pledge to continue producing Palomino through the end of 2002. Considering these 0.18-micron Athlons will be competing against the desktop Tualatin, I think AMD should essentially replace Palomino with Thoroughbred while continuing TBird production through at least the end of 2002.