Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: Monica Detwiler who wrote (79210)	5/3/2002 1:39:16 PM
From: Jim McMannis	Read Replies (2) of 275872

From the early roadmaps...yes, Sledgehammer has slipped 1 to 1.5 years and counting. This is typical and shouldn't surprise anyone. I'd like to see one of these roadmaps actually come in on or before schedule... AMD needs Hammer shipping by this summer...they needed .13u 6 months ago, they needed Palomino in Q1 2001. When you are the Mhz loser it's tough, like beating your head against the wall. You start to resort to hard tricks to "eek out" a little more performance...things like SOI. Then when things go wrong they really get magnified...and blow up in your face. Looks like .13u and SOI are tenuous at best for AMD. Intel already has .13u and because the P4 scales well they don't have to worry about funky things like SOI... Jim

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