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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.11+3.9%Nov 26 3:59 PM EST

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To: Tenchusatsu who wrote (60117)10/25/2001 3:30:31 PM
From: dale_laroyRead Replies (3) of 275872
 
>Hammer brings nothing new to the table.<

Hammer, if it delivers on its promises, will bring a significantly higher clock rate to the table. If Hammer is able to match the actual clock rate of Northwood, AMD could do as well, or even better, with Hammer than they did initially with Athlon.

> AMD already has a strong product in Athlon, yet even with that they are losing money.<

This is because AMD is clueless on how to market performance versus clock rate. Well, perhaps not. We will have to see what impact Quantispeed has on the market.

> Hammer looks like a good product, but it's more of an evolutionary step, not a revolutionary one. x86-64 will be going nowhere for quite a while thanks to lack of OS support.<

But Hammer is no more an x86-64 application platform than Merced. Hammer is targeted at the x86-32 market. With regards to x86-64, Hammer is little more than a development platform for K9.
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