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Technology Stocks : Intel Corporation (INTC)

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To: Raymond Thomas who started this subject	3/25/2002 3:51:06 PM
From: wanna_bmw	Read Replies (3) of 186894

Hammer unit volumes only 50% by late 2004? While reading the AMD annual report, I came across this interesting line on page 6. amd.com "This year we plan to introduce our eighth-generation PC processor family—code-named Hammer—that we believe will change the face of the industry.The Hammer family will provide a seamless path to 64-bit computing with unsurpassed performance for both 32- and 64-bit computing while maintaining full compatibility with the industry-standard x86 instruction set for Microsoft Windows computing. Early this year we demonstrated Hammer processors running platforms that booted both Microsoft Windows XP and Linux 64 operating systems. Targeted at all segments of the PC industry, from desktop and mobile systems to high-end servers and work-stations, we believe Hammer family processors will deliver an unparalleled computing experience. 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." I guess AMD doesn't intend to ramp Hammer as fast as they did the Athlon. This reminds me of what Dale LaRoy was saying about Hammer not ramping very high until 90nm manufacturing starts up. But late 2004 is two and a half years away, which is quite a long time to wait for AMD. I guess Athlon will have to last them quite a bit longer. Any comments? wbmw

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