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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 246.28+4.0%3:59 PM EST

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To: wanna_bmw who wrote (75977)3/31/2002 6:40:30 PM
From: combjellyRead Replies (2) of 275872
 
"It's obvious that something went wrong, and that it had to be delayed,"

Nope, it's not obvious. Remember that the first TBreds will be the mobile versions and no one talks about them until laptops ar ready to ship. This is exactly how it happened last year with the Palomino chips. AMD could have made their shipment for revenue in Q102 if this was the case. The lack of rumors and/or reports means nothing if AMD handles things like they did with the Palomino. And no, I don't have a clue why Intel can't do the same, AMD is as tight-lipped as they come. Remember the tapeout for the Hammer? There were many who were swearing it hadn't taped out because there were no reports or rumors until the day AMD announced that they had working silicon. And there were those who were still dubious up until the day they demo'd them...
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