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

To: milo_morai who wrote (43530)	6/9/2001 2:22:49 AM
From: Charles R	Read Replies (2) \| Respond to of 275872

<how can you assume the transition to Palomino will be the same?> I am assuming exactly the opposite at this point AND THAT IS THE PROBLEM. <Fab 30 is going to be just for Palomino's and Morgan's and it's only 55% up to speed. (Maybe 60%) Fab 25 is going to have to produce Duron's and some T-birds until the end of the Year. I'm not sure that Palomino will be build on Al at fab 25.> The assumption is that Palomino will be built only in Fab30. If AMD continues to produce some low-end Thunderbirds at Fab25 during the transition, so be it.