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

To: kapkan4u who wrote (43510)	6/9/2001 2:05:55 AM
From: Charles R	Read Replies (1) \| Respond to of 275872

Kap, <Palomino was scheduled for March after the tape-out. So it slipped just a month.> So, was this first revised schedule or second revised schedule? Chuck

To: kapkan4u who wrote (43510)	6/9/2001 5:09:19 AM
From: soraramoa	Respond to of 275872

Kap, re:Palomino is _not_ a new stepping of T-bird by any stretch of imagination. It is a completely different core. Important clarification in the context of the discussions the last days for a lurking long-AMD-investor with a lack of knowledge in computer technology ... and: A lot of nonsense about Palomino has been posted here. Thank you for mentioning that. I would not mind if you could - and would - clear up some nonsense that leads to misunderstandings much more quickly ... Regards, S

To: kapkan4u who wrote (43510)	6/9/2001 9:39:27 AM
From: andreas_wonisch	Read Replies (2) \| Respond to of 275872

Kap, Re: In particular that it is 6-8 months late. Palomino was scheduled for March after the tape-out. Palomino (originally called Mustang minus the large 2nd level cache) was scheduled for 2nd half 2000 originally. Now it will be released in September 2001. That's means it's between 9 and 14 months late. Here's a link to AMD original plan: zdnet.com AMD, in the second half of 2000, will turn the key on Mustang, the code name for an even higher performing Athlon chip. Mustang will support a 266MHz system bus and up to 2MB of on-board cache. The chip also will be AMD's first 0.18-micron processor to utilize copper interconnects. The chip will work with Slot A or Socket A packages. Mustang, in Socket A packaging, will be the first Athlon with mobile features, according to AMD. This means that it will meet power consumption and thermal needs of notebooks. AMD, however, has not yet disclosed when it plans to introduce a mobile Athlon. Mustang will also have an application in the value market, Herb said. Andreas

To: kapkan4u who wrote (43510)	6/9/2001 11:20:21 AM
From: Jim McMannis	Read Replies (3) \| Respond to of 275872

RE:". 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." I believe it was Mustangs core that was due in Dec 00 or Jan 01. I think some here have confused Mustang with Palomino. Had it been Mustang that was intro'ed in April or May it would have been 5 months late. Palomino was 2-3 months late at the most. As far as Charles' thinking...I think he's refering to Hammer slipping a year...which remains to be seen. Contrary to what Charles is reiterating...the infrastructure for AMD has and will take a quantum leap in the next 3 months. Unfortunately, Intel is getting P4 up to speed and we know what that means. Jim Jim

To: kapkan4u who wrote (43510)	6/11/2001 12:44:24 AM
From: Joe NYC	Respond to of 275872

Kap, 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. I am not sure which revision of the schedule you are talking about, but Mustang core chips were dues in Q4 2000. Nothing was ever publicly said about any change in the schedule, until IIRC Q1 CC, which was in April. In Q3 CC, subsequent meeting with the analysts in November, we no change of schedule was mentioned. Even in January 2001, during the CC, Jerry said that there would be 1.4 and 1.5 GHz Palomino in Q2 (Desktop). Now we learn that we will have to wait until the end of Q3 for the desktop variant. When I take all these statements over a period of time, it seems that either Palomino had significant problems, discovered late, or the management is less than truthful. If you say in October, November, or January that there will be volume shipments in about 3 months, it would imply that a significant number of Palomino wafers would have to be just about starting their processing. Clearly, none of this happened, and the management knew that it is not happening when they were making these statements (or there is a volume of Palominos in the dumpster). As far as the other post is concerned about Palomino being completely new core, it's true, but it is just one of the variables. The others are the process technology and chipset / motherboard infrastructure. The transition should have been as seamless as Pii to Piii (Katmai) which seems to me in retrospect that it happened very fast (I could be wrong). 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. Again, if this was happening as scheduled in Q4 2000 or Q1 2001, everything would have been fine. But for us to discover that at the end of Q2 that Palomino is where it should have been 6 months ago, without any indication from management, it is a cause for concern. Joe