Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 216.41

-0.5%

1:37 PM EST

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To: niceguy767 who wrote (73286)	3/4/2002 8:19:16 PM
From: Jim McMannis	Read Replies (2) of 275872

RE:"If Hammer has as much of a leg up on p4 as Athy has on p3, then I can't imagine OEM's sticking with p4 under any circumstances...Don't know 'til Hammer gets here, but, based upon AMD's recent UMC move and leaked Hammer info., the possibility that Hammer will leave p4 choking in hammerdust cannot be considered as only a longshot!!!" You raise a great point. I think Hammer will have to be much better than the Athy was over the P3. And the key point is that it must be significantly different in it's approach..ie. x86-64. And that approach must be more desirable than Intels....IA-64. Even then, look how long SUN remained strong even after they had an inferior platform.... It will take more than just a superior product to chew more into Intel...a nice paradigm shift is what's needed. Jim

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