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

To: Joe NYC who wrote (43506)	6/8/2001 11:54:51 PM
From: kapkan4u	Respond to of 275872

<When Intel introduces a new stepping, they change to it pretty rapidly. I think it was also the case for Coppermine-T (or whatever the stepping that actually shrunk the chip size). > Palomino is _not_ a new stepping of T-bird by any stretch of imagination. It is a completely different core. Kap

To: Joe NYC who wrote (43506)	6/9/2001 12:05:24 AM
From: kapkan4u	Read Replies (5) \| Respond to of 275872

<What is your take on Palomino?> A lot of nonsense about Palomino has been posted here. In particular that it is 6-8 months late. Palomino was scheduled for March after the tape-out. So it slipped just a month. It takes time to qualify a new core. Another point is that T-bird had multiple shrinks. It is amazing that people expect Palomino to start with the same aggressive transistors from the start. I don't have exact information but I would guess that Palo MP is now where T-bird was at 1GHz as far as the transistor size is concerned. Kap

To: Joe NYC who wrote (43506)	6/9/2001 12:41:42 AM
From: THE WATSONYOUTH	Read Replies (2) \| Respond to of 275872

What is your take on Palomino? I think it will (with careful attention) reach 1.6GHz at .18um. I have doubt that it can reach 1.7GHz. But 1.6GHz should look good against a 2GHz P4. If Intel can rapidly move the P4 to .13um in volume at 2.2GHz and beyond, AMD will have some trouble. AMD really needs to be able to ramp the .13um bulk process by the 4th quarter if needed. Let's hope they can. THE WATSONYOUTH