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Technology Stocks : Intel Corporation (INTC)

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Dec 5 9:30 AM EST

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To: dale_laroy who wrote (160852)	3/1/2002 5:34:14 PM
From: wanna_bmw	Read Replies (1) of 186894

Dale, Re: "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." I hope for AMD's sake that they get significantly more penetration than that. Why else would Jerry be pounding fists on the podium shouting, "Hammer, Hammer, Hammer" if AMD didn't plan on proliferating the design early? Is 2003 the Year of the Hammer, or are you saying that it's really the Year of the Platform Development Node? Re: "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." Hmm? Where do you get this "fact"? Isn't that three quarters past what they have on their public roadmaps? wbmw

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