Advanced Micro Devices Inc (AMD)

[yourbankruptcy]

socket 939 and 256k cache. I understand that they are unrelated. But in fact they are

AMD can't make volume A64 on 130 nm without moving 80% of chips to 256K. The chip with 256k may not compete with 3.2 Ghz P4 unless it is in socket 939.

AMD must sell 400K of A64's this quarter. That's not that much.

But in Q104 they plan 300K for the 939 pin version, and 1320K for the 754 version. That's a big challenge.