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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST

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To: wanna_bmw who wrote (162059)3/13/2002 4:42:56 PM
From: dale_laroy  Read Replies (1) of 186894
 
>I'll probably get flamed for this, but I predict that mobile Hammer will be pushed out in favor of waiting for it to reach the 90nm node. Hammer is probably going to be more of a power hog than even the Athlon, due to the integrated memory controller and faster clock frequencies, so it's questionable whether it could manage as a mobile chip at 130nm. Besides - I think that AMD is more concerned with getting Hammer into the workstation and server markets, where the micro-architectural enhancements will end up having a more pronounced effect.<

You are probably right. If you look at AMD's roadmap, the 90nm mobile Clawhammer follows the 130nm mobile Clawhammer by only one quarter. I doubt if AMD would introduce a processor one quarter, just to supercede it the next quarter. Then again, I don't really expect to be to 90nm until Q2 2004, so if they anticipate the same, they just might introduce a 130nm mobile Clawhammer. And, of course, we should keep in mind that K7 was introduced in August 1999 and superceded by K75 at the end of November 1999. But, AMD has a lot more on their plate now than they did in 1999.
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