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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 244.39-0.8%11:41 AM EST

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To: andreas_wonisch who wrote (37481)4/26/2001 4:55:28 PM
From: fyodor_Read Replies (1) of 275872
 
Andreas: Pretty much the old schedule. I don't want to downplay any schedule slips but it was extremely unrealistic to expect volume shipments of Clawhammer late this year.

Well, the old roadmap promised Clawhammer samples Q4 and volume production (not shipments!) Q1. Sledge was slated as a quarter later. All in all, the slip looks like about a quarter. Regardless, Hammer was never going to ship in huge volume in 2002 - AMD had made it clear that K7-derivatives would dominate until 2003.

By the looks of it, Tbred has not suffered much of a slip.

One possible explanation could be that Tbred will be done on a process using the old 248nm equipment, whereas the SOI process will use the new 193nm equipment.

-fyo
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