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

To: pgerassi who wrote (66321)	12/26/2001 9:21:17 PM
From: Monica Detwiler	Read Replies (1) \| Respond to of 275872

pgerassi - You wrote The problem with AXP is that AMD does not want to downbin. The output that is sold out is for the slowest two bins of AXP, 1500+ and 1600+. Higher speed bins have plenty at last report. Thus your conclusions are completely wrong! The reason for P4 shortages is due to the speed curve peaks too soon and by the time it reaches 2G, only 1% or so of good packaged die passes the tests for this bin. I'll bet you have a real nifty explanation why there are 84 vendors listed on Pricewatch.com for the Intel 2 GHz Pentium 4 and only 53 Vendors for AMD's 1900+ processor. Monica

To: pgerassi who wrote (66321)	12/26/2001 9:43:07 PM
From: whortso	Read Replies (1) \| Respond to of 275872

Re: "The problem with AXP is that AMD does not want to downbin. The output that is sold out is for the slowest two bins of AXP, 1500+ and 1600+. Higher speed bins have plenty at last report. Thus your conclusions are completely wrong! The reason for P4 shortages is due to the speed curve peaks too soon and by the time it reaches 2G, only 1% or so of good packaged die passes the tests for this bin. 1.9GHz has another 3% that pass. 4% of 9 million is not enough for demand, thus, a shortage develops for these P4 speeds. Plenty of 1.3GHz P4s are available but, no one thinks they are worth the price asked for. The problem for Intel is that AXPs are bought first, then high bin P4s and 0.13u P3s, then Durons and Celerons with low bin P4s bringing up the rear. Thus, AMD sells out all of its production and Intel gets the rest." Pete, I can drop my pants and pull out nonsense numbers as easily as you can. Here we go... Intel has 20% binsplit to 2GHz, 40% to 1.9GHz, 60% to 1.8GHz and 100% to 1.5GHz. My numbers even smell better than yours do. There, wasn't that easy! It wasn't any harder for me than it was for you. The Whort

To: pgerassi who wrote (66321)	12/27/2001 2:36:00 AM
From: Windsock	Read Replies (1) \| Respond to of 275872

Re:"The problem with AXP is that AMD does not want to downbin." The real problem with the eXPloder is that few want to buy and fewer still want to sell the things. AMD Quanti-speed: we don't suck as bad as you think.