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

To: Joe NYC who wrote (76388)	4/3/2002 4:13:39 PM
From: combjelly	Read Replies (2) \| Respond to of 275872

"what is a ballpark price of a wafer?" Fully processed? A little under $1800. icknowledge.com

To: Joe NYC who wrote (76388)	4/3/2002 9:05:12 PM
From: Petz	Read Replies (1) \| Respond to of 275872

I think a $75 dollar Palomino with QS ratings just below the discontinued products (at this time 1600 down to say 1200) would be easier to sell, more of them would be sold, and it would produce more repeat business. AMD could make them at Austin, very reasonably up to 1600+ (1.4 GHz), since they are making Morgans now up to 1.3 GHz. Too late. There is no aluminum version of the Palomino core, only the Morgan core. I know, the only difference is the L2 cache but doesn't the interconnect affect the layout, since copper lines are probably narrower? But why do you think the Duron needs the extra L2? Increasing the FSB to 133*2 would make just as much difference. They can use QS ratings without increasing L2. So what if XP's below 1600+ have less cache than XP's at 1600+ and above? P4 2.2's have more cache than (most) P4 1.8's, but they are both called P4! In short, just rename Duron to be Athlon XP, but with lower clock speeds. Petz