Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: Joe NYC who wrote (75270)	3/22/2002 3:50:42 AM
From: Joe NYC	Read Replies (2) of 275872

Hmm... This one is puzzling: Near the end of our current 1,000-day journey in late 2004, we believe Hammer family processors will comprise more than half of our unit production of PC processors and produce the great majority of our revenues. amd.com Page 6 That seems like a very slow change to Hammer (just like I thought AMD made a huge mistake of not moving to Athlon much more rapidly in early 2000, when they could have released cacheless Athlon and sold it as Duron). If AMD is planning on switching to 90nm in 2003, what exactly are they expecting to be producing with the other half of the production at the end of 2004? Joe

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