This board seems to be exhibiting some clinical signs of a bipolar disorder.
On the one hand, we'll be lucky to see Thoroughbred in H1.
On the other, Hammer is going to turn Intel into the next Enron
We should get counseling. <vbg>
In the case of the former, Thoroughbred has obviously already sampled. THG's website has made so many gaffes of late (not to mention the obvious bias evident in their articles), that I have no idea why anyone still goes there. I've just written it off as a site everyone loves to hate.
Earlier today I read on Ace's board (uncomfirmed - we'll find out when JC does his next update) that Pally prices have dropped precipitously in the last week. Assuming this is correct, since it doesn't seem to be in response to an Intel price cut, I take it to mean that Thoroughbred is imminent. That's the only way AMD will be able to maintain ASP's and keep their commitment for a profitable Q2.
I've considered the possibility that all the design talent got put on Hammer, leaving the B-team for the shrink. But I don't know have enough technical expertise to know if this would (or could) be the case, or whether the probability of a B-team making a total flub of it is even remotely probable.
In the case of the exuberant sentiment expressed above, Intel will never be an Enron. Intel has a product. The P4 is still a highly desired product. Hammer might dampen that desire, but it's not going to wipe it out in the span of 3 months, or 6, or 12. Enron, on the other hand, was a trader. It's product was founded on integrity, and when that well ran dry, there was nothing left to package.
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