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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.00

+0.7%

3:59 PM EST

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To: andreas_wonisch who wrote (68923)	1/25/2002 7:53:47 PM
From: Petz	Read Replies (3) of 275872

"Hammer gets hammered" -- NOT. Sorry, I don't see the logic in this. They act as if Yamhill could be added to the P4 tomorrow, when the Mercury news said it would be ready in "2003 or 2004." I've found any roadmap dates more than a year in the future always get delayed. If Intel decides to be "incompatible" with Hammer, and they want an early 2004 release, they would have to publish the instruction set architecture NOW, or there will be NO SOFTWARE for the chip. Meanwhile 5 quarters of Hammers will have already been sold before the first "P4+Yamhill" is sold. If Intel says NOTHING, the assumption will be that they will be using AMD's x86-64 and this will speed up M$'s support for x86-64. No way can Intel introduce P4's with Yamhill late this year. Petz

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