Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 246.17

+4.0%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joe NYC who wrote (74569)	3/15/2002 12:04:05 AM
From: Dan3	Read Replies (1) of 275872

Re: Further, Barton seems to be slipping away. No mention of SOI K7 in the press release. The statement about 100% conversion to .13u by the end of 2002 looks less and less impressive, if a substantial percentage is not high performance (and high ASP SOI parts). Joe, my take is that it's starting to look like the K6-III+/Athlon transition. The K6-III+ was solidly on AMD's roadmap, but primarily as a backup in case Athlon didn't pan out. So far, Clawhammer appears to be doing better than expected, and if that continues to be the case, we may see volume Clawhammer in Q4 and few, if any desktop Bartons, ever. If Clawhammer runs into problems, Q4 will be "Barton Time!" - and maybe Q1, as well. No talk about Hammer or Barton would be bad news. Lots of attention for Barton this year and Hammer next year (which was what everyone was expecting a few months ago) would be OK news. Lots of talk of Hammer for this year and Barton not being worth bothering about anymore is (I think) good news.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next