SI
SI
discoversearch

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 : Intel Corporation (INTC)
INTC 36.40+0.9%11:12 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: AK2004 who wrote (162906)3/25/2002 4:52:03 PM
From: wanna_bmw  Read Replies (4) of 186894
 
albert, Re: "Athlon production is as market demands so if there would be no demand for athlon then amd would switch to hammer."

If Hammer were really the wondrously great product they are hyping it to be, then why would there be market demand for Athlon? Unless, maybe Hammer is going to be much more expensive than Athlon?

I don't know, but it took AMD only slightly more than a year and a half after they launched Athlon to make proliferate it top to bottom across their entire product line. It reached the value segment only one year after launch, and mobile products came 9 months after that.

But now AMD says late 2004 (or 2 years after the expected launch) for Hammer volumes to reach more than half. I'd say that's much slower than Athlon, so why do you suppose such a conservative figure? I'm sure you can spin it any way you want, but amongst all the hype, this kind of a prediction probably means a very slow Hammer ramp, probably due to reasons that AMD doesn't want to share right now.

Either that, or perhaps this is a hint that Hammer shipments really are going to begin in 2003, rather than late 2002.

Re: "ramp of p4 was not faster than that and yet intel claims it to be fastest ramp ever. What is the % of p4 right now?"

I believe it was the fastest ramp ever - for Intel. They managed to ship 22M units in the first year after launch, and that's more than any other processor generation before it - and in the face of several platform transitions, including new memory standards, and a new socket.

It's now almost 16 months after the first Pentium 4 launch, and already it's making great headway into servers, laptops, and soon Celerons. It won't hit 100%, since Intel has other product lines, including Tualatin based low power CPUs and Itanium, but it will soon reach just about every other market. I would say that makes it at least 60% at this point.

wbmw
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext