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


To: Tenchusatsu who wrote (62374)11/6/2001 3:27:24 PM
From: eCoRespond to of 275872
 
Tench:AMD would have loved to enter the markets Mustang was targeted at because of the much bigger profit margins. But the high-end chipset and platform support did not materialize as they had once hoped.

As it turns out, AMD realized a significant enough performance edge in this market (workstation, low-end server) through MP chipset design (e.g. EV6 protocol in Thunder K7). I don't see a larger cache increasing that market enough to justify the new part - especially with hammer as a follow-up.

AMD nixed Mustang in Nov. 2000. Tyan announced Thunder K7 in Feb. 2001, and it appeared in June.

eCo