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To: milo_morai who wrote (77332)	4/17/2002 12:45:07 AM
From: ptanner	Read Replies (2) \| Respond to of 275872

milo, re: Mobile AMD Athlon XP Processor Finally. Interesting they changed the market name for the new mobile processors - no more Athlon 4. Is AMD consolidating on the "XP" name? The price lists are also interesting to compare: 04/15: Athlon 4 @ 1GHz, 1.1GHz, 1.2GHz, 1500+ and 1600+ 04/17: Athlon 4 @ 1GHz, 1.1GHz, 1.2GHz only. Where did the 1500+ and 1600+ go? Mobile Athlon XP at 1400-1700+ And AMD finally added a 133MHz FSB to its mobile processors. Now perhaps DDR will finally make its entrance for an AMD notebook system? -PT

To: milo_morai who wrote (77332)	4/17/2002 2:36:56 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Milo, So the speeds are from 1400 to 1700, meaning up to 1533MHz. One speed grade higher than mobile Palomino. amd.com Joe

To: milo_morai who wrote (77332)	4/17/2002 3:08:31 AM
From: Pravin Kamdar	Read Replies (3) \| Respond to of 275872

Milo, The no-show mobile Athlon XP release on the morning of their earnings release is the most pathetic thing I have ever seen out of the company. If I held the stock, I would be very nervous. I would ride Intel's coat tails until about mid day today, and then dump the POS. 0.13u is in serious trouble. If UMC doesn't save the day, AMD could be screwed. Sh*t, they've got a mobile 1600+ on 0.18u, and the best they could do with a 0.13u paper launch is 1400+. I bet Hector is reviewing his options. Pravin.

To: milo_morai who wrote (77332)	4/17/2002 6:56:24 AM
From: andreas_wonisch	Read Replies (3) \| Respond to of 275872

Milo, Re: Thoroughbred "launch" Looks like a paper launch to me that points to continuing problems with Thoroughbred: Sharp Corporation has announced notebook PCs in Japan based on the new mobile AMD Athlon XP processor. Other computer manufacturers, including Epson Direct and Packard Bell, are expected to offer new notebook PCs featuring the mobile AMD Athlon XP processor later this quarter. So we have one Japanese OEM that has announced notebooks based on Thoroughbred. We have two other, relatively small OEMs that are expected to offer Thoroughbreds sometime this quarter (June, 30th?). In addition, a low power version of the mobile AMD Athlon XP processor, with a new micro Pin Grid Array (uPGA) packaging, is sampling now and expected to enable AMD to address the thin-and-light notebook market. So AMD even admits that the "real" new mobile Thoroughbred is still not ready and won't allow AMD to get new design wins in the low power mobile space (e.g. thin and light). Production shipments of the mobile AMD Athlon XP processors, including models 1400+ and 1500+, began in first quarter of 2002. Notebook PCs based on the mobile AMD Athlon XP processor, models 1600+ and 1700+, are expected to be available later this quarter. That means AMD only shipped low frequency parts in March (up to 1.33 GHz -- bin-split problems?) and expects to ship higher speed Thoroughbred later this quarter. The new mobile AMD Athlon XP processor starts at $190 for model 1400+, in 1,000-unit quantities. $190, that's great for ASPs -- NOT. So much for Thoroughbred lifting ASPs in Q2. Bottom line: Paper launch just before announcing Q1 earnings. I fear for the worst. Andreas