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

To: wanna_bmw who wrote (51858)	8/21/2001 11:34:45 AM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Wanna_bmw, Re: maybe AMD is willing to live with slightly lower volumes and lower yields to prevent Intel from trumping them with Celeron frequencies. After all, the rumor is that Celeron will soon launch up to 1.1GHz. That would only make sense if Morgan binned better than Spitfire. But by all indication it doesn't. (higher voltage, Palomino only up to 1.2 GHz available, delays, rumored higher voltage for desktop Palomino etc. pp.) But maybe there's a third possibility: AMD just want to concentrate on only one core family (Palomino/Morgan) instead of two. Andreas

To: wanna_bmw who wrote (51858)	8/21/2001 11:51:26 AM
From: jcholewa	Respond to of 275872

> Or, maybe AMD is willing to live with slightly lower > volumes and lower yields to prevent Intel from trumping > them with Celeron frequencies. After all, the rumor is > that Celeron will soon launch up to 1.1GHz. Available evidence does not support this hypothesis. The Duron is pretty much the same as the Thunderbird in terms of ramping (certainly, it is no worse), and if anything the evidence is that Morgan (new Duron) ramps worse than Spitfire (old Duron), at least at this stage. -JC