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

To: wanna_bmw who wrote (76604)	4/6/2002 9:14:09 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: - It is a higher speed than AMD said they were going to use at .18u - AMD is getting desperate because their .13u process is late That's absolute nonsense. This product introduction was planned 6 months ago. Look at the lower of these two viewgraphs presented by AMD 5 months ago at their analyst conference. It clearly shows a chip with a small speed increase (2100+ to 2200+) being available in April of 2002. Then a larger speed bump comes in July of 2002 (when Thoroughbred appears on shelves). xbitlabs.com AMD has been perfectly on schedule with both the 2100+ and 2200+ introductions planned 6 months ago. You may have to expand the lower image in an editor to see it clearly.

To: wanna_bmw who wrote (76604)	4/7/2002 4:52:16 AM
From: rsi_boy	Respond to of 275872

reminds me more of the k6-2 350 and the k6-3 450. in each case, AMD was late and pushing the limit. almost no overclocking margin on both. barely ran stable at stock speed. i remember because i owned one of each.

To: wanna_bmw who wrote (76604)	4/7/2002 7:32:15 AM
From: fyodor_	Respond to of 275872

Wanna: Margins are being cut close, and AMD wants something to put themselves ahead of Intel. As an AMD investor, I think that they should wait until they have a more reliable launch, with .13u in June, or however long it takes. Trying to push out these high bins on the older process is making me feel more cautious about the stock. But It looks as if you choose to ignore the signs, and call it FUD, instead. Whatever makes you feel better, I guess. I'd have to agree with Dan3 on this: It certainly appears from AMD's roadmap that this launch happened exactly according to schedule. That said, I wouldn't buy a 2200+ myself, nor would I generally recommend one. It's not that I don't have confidence in its stability, but rather that it produces such a ridiculous amount of heat (for such a small, exposed die). I wouldn't want to be the one to fit it with such a tight-fitting HSF as would be needed. Nor would I want to be the one listening to it. One thing that is significantly different from Intel's pushing of their .18µm P3s is that AMD hasn't tightened their temperature envelope. It's always a bad sign when that happens. -fyo