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

To: dale_laroy who wrote (43810)	6/12/2001 11:47:53 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Dale, To begin with, AMD has till now revealed no plans to produce Palomino at Fab25. Designing a variant of Palomino to be produced at Fab25 would require scarce engineering resources. They already are producing TBird at Fab25. I was assuming Morgan will be produced in Austin. There is a plenty of space for Palomino in Dresden. Additionally, There is reason to suspect that, with a few more tweaks of their Fab25 process, they can match the peak speed grade of desktop Tualatin with TBird alone, desktop Palomino would take AMD well beyond the peak speed grade of desktop Tualatin. Assuming that Palomino will scale as well or better than Tbird, I just don't see any place for Tbird. Palomino will completely replace it and Morgan will completely replace Spitfire. Joe