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

To: Andrew Shih who wrote (51198)	8/16/2001 9:16:11 AM
From: fyodor_	Respond to of 275872

Andrew: The other question is whether T-bird wafer starts have stopped. Is AMD now at 100% Paly starts? I don't think they have switched all that much production to Palominos yet. As I wrote elsewhere, as long as Palomino doesn't have frequency bin splits well above Thunderbird, there's just no incentive to switch production. A direct consequence of McMannis' MHz Sells law - at least in absence of any active marketing on AMD's part to explain the performance. It doesn't matter if Palomino is a better performing chip (which it is) or a cooler running chip (which it is), it quite simply needs run at higher rated frequencies. -fyo