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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST

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To: Joe NYC who wrote (77596)4/18/2002 12:30:21 AM
From: h0dbRead Replies (1) of 275872
 
I think you are probably right--their roadmap seems to make the most sense if you take the middle of the processor rectangle as the most likely production date.

I worry that AMD may end up marketing Hammer so heavily for the remainder of the year that they start to choke off demand for Athlons. Particularly during the fall-winter buying season, there is perhaps a danger that even AMD loyalists will defer a processor/PC purchase until they can get a Hammer with it promised quantum improvement in speed.
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