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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST

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To: Paul Engel who wrote (160848)3/1/2002 5:03:58 PM
From: dale_laroy  Read Replies (3) of 186894
 
Welcome back Paul. Oops, didn't notice this was a link to the Intel thread. Gee, I didn't know cross threading was possible.

>What will Clawhammer do to Athlon sales? Clawhammer will be a desktop CPU at launch and only run 32 bit software - and its die size will be bigger than a ThoroDead SOI - yet it will compete with the ThoroDead and the AthyWiper XP.<

Duh! Thoroughbred is an Athlon XP.

>With the Clawhammer only at 1-way, and the 2-way delayed until next year, customers are not going to commit to an entire new infrastructure of headaches - new chip sets, new CPU new motherboards, new DRIVERS , etc.<

We don't need no friggin infrastructure. Seriously, it appears that Clawhammer will be as well supported at launch as Socket-A was at the launch of TBird.

>The demand for the ClawHamster may be so miniscule that the DROIDS will be in for a cardiac arrest.<

AMD is not shooting for high penetration of Clawhammer at 130nm. The 130nm Clawhammer will be essentially a platform development node, much like the original 220nm K7.

AMD is however targeting rapid unit sales crossover for Clawhammer versus Athlon XP at the 90nm node, which they plan on reaching in mid-2003. AMD will, in fact, not be able to do major shipments of the 90nm desktop Clawhammer until Q2 2004, forcing them to ship a low unit volume 130nm M4400 Clawhammer instead of a high unit volume 90nm M4400 Clawhammer as planned.
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