Chuck -
Oh yes, here and carefully following your and others commentary, just not able to add value lately. I missed part of the move from 18, and I remain concerned about AMD's ability to capture greater share with Athlon as long as performance parity exists, but perhaps the overall demand is so strong that AMD can sell all they can currently make anyway. I think that the lack of new OEM converts (and the Gateway hedging) is due to their perception that performance parity is insufficient to hang their marketing hats on.
So much for caution. The GOOD news is, as we all know here, that for the next ~six months the ball is squarely in AMDs court, and the architecture is with them. They WILL benefit shortly from KX133 mobos. They MAY soon be able to run away with the MHz lead, and that alone would do it. They CAN add on-die L2 for what should be CUmine-killing performance, but if it cannot be done before Willa hype hits, the effect will be somewhat muted. If they can do all those things by say Mar 30, we will all be very glad we were long AMD in Dec. If they can only do the mobos by then... I dunno. Probably still safe to own the stock, but the options get dicey.
Hopefully needless to say, I would be very interested in the thread's opinion of potential milestone's in the next 6 months. Particularly the timing of Thunderbird, since I think the overclockers will soon tell us something about the MHz abilities of the .18u product.
may the potential become kinetic,
Vince
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