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

To: Dan3 who wrote (71843)	2/18/2002 3:06:03 PM
From: ptanner	Respond to of 275872

Dan, re: "Several photos of Thoroughbreds were leaked late last fall when the samples first started shipping." I thought these were photos of mockups shown at computer shows by AMD? I might be mixed up with another processor series as I couldn't find a quick link to one of the pictures. While I take AMD presentations with a teaspoon of salt, they still state they are on track. AMD is no longer as conservative as they used to be in their statements but at least they have gotten a lot more specific on the target speeds for their roadmaps. This increased visibility is nice from a planning/investment point of view but also opens them up to criticism when there is a slip -- like the 1Q slip for mobile processors for 2002 between mid-Nov to late Jan = almost one month per month! -PT