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Technology Stocks : Intel Corporation (INTC)
INTC 36.38-1.3%Dec 22 3:59 PM EST

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To: combjelly who wrote (155246)1/13/2002 7:47:03 PM
From: wanna_bmw  Read Replies (1) of 186894
 
Combjelly, Re: "Now assuming that AMD sticks with the "66MHz increase = 100 Model rating" for all the Athlon processors and that Barton comes out in Q302, then the Q202 introduction will be for a 1.93GHz Tbred, or higher than the 1.8GHz Paul claims is the top speed. Now it is true that the XP2000+ slipped from Q401 to Q102, so it might be that all of these slip 1 quarter, but then again, they might not."

I wasn't necessarily agreeing with Paul's interpretation of the roadmap. I think the one you posted seems reasonable. AMD probably won't have new releases waiting at the turn of each quarter, but I don't see why they would miss the deadlines entirely. Still, they may need SOI to get past 1.93GHz, as their roadmap suggests, and the status for that, as well as the potential benefits, is still up in the air. Meeting all the dates on this roadmap is going to require some perfect execution on AMD's part. Maybe they'll be able to do this, but then again, that's a lot to ask for any company. Thus, some might consider this roadmap aggressive. I'll leave that to your own interpretation, though. Either way, this doesn't change what I said in my previous post.

wbmw
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