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

To: heatsinker2 who wrote (82964)	6/19/2002 4:13:33 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"Yeah, Palomino was late, but the product turned out to be OK in the end. T-bred is late, but may still be OK. The .13 transition is a little slow, but seems to be OK, particularly when compared to other companies. I think AMD engineers are doing fine"... In this business, "late" is really bad...especially if your design has you in catch-up Mhz mode all the time. Ultimately, it leads to quarters with big losses. AMD Engineers may be "fine" but they slip and fall a lot. Then again, maybe what the designers/roadmap give them to work with isn't so inherently good. Can you explain why Intels .13u is a year ahead of AMDs? Why is Hammer a year late? Why won't the early T-breds scale? Jim