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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 236.73-6.1%Jan 30 9:30 AM EST
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To: dale_laroy who wrote (72505)2/26/2002 4:33:39 PM
From: jcholewaRead Replies (1) of 275872
 
> >This would coincide with a 2001Q4 Hammer preannouncement
> and announcement is the situation went through in a
> similar fashion.<
> I must have missed this preannouncement. LOL.
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Whoops! I meant 2002Q4. I'm living in the past. :)
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> Actually, the June 23 date may have been a valid
> announcement. AMD claims lack of infrastructure delayed
> the actual shipments. It could be as little as 7 months
> from demo to first shipments of Hammer.

If that is the case, then I will not hold back from applauding. But I'll stay a little pessimistic beforehand just so I don't get disappointed. ;)

That is a good point, though. Infrastructure for Hammer looks to be incredibly superior to what it was when K7 came out. If you remember back then, AMD had to beg VIA to come out with a half-assed effort of a chipset several months after the processor appeared, Asus (now one of AMD's most approved clients) shipped their motherboards in plain brown boxes with no advertisements or even info/support on their website, allegedly because they were afraid of repercussions from Intel, and companies like Abit and Tyan just laughed out loud if you asked them about AMD motherboards. Now, chipsets could very well be out (or at least in advanced sampling stages) in Q4 from no less than three chipset makers, and an additional two more will likely follow a quarter or two after. Additionally, AMD does not have to wait on chipset makers when they need to support a faster memory standard.
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&nbsp;&nbsp;&nbsp;&nbsp;-JC
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