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Technology Stocks : Intel Corporation (INTC)
INTC 36.08-3.2%3:59 PM EST
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To: wanna_bmw who wrote (162908)3/25/2002 5:18:09 PM
From: dale_laroy  Read Replies (1) of 186894
 
>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.<

Actually, AMD does not say that Hammer will not reach 50% of sales until late 2004. AMD says that by late 2004 Hammer will account for more tha 50% of sales, which would be true if Hammer accounted for 90% of sales by late 2003.

My guess is that the actual target is for Hammer to account for 80% of sales by mid-2004, which would enable AMD to offload all Athlon/Duron production to UMC. They will probably only make this target if they can begin the transition to 90nm by the end of 2003.
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