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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 252.83

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3:59 PM EST

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To: dhellman who wrote (79701)	5/8/2002 4:22:13 PM
From: ptanner	Read Replies (3) of 275872

dhellman, re: AMD Tech Tour report Thanks for sharing. I found the following two items interesting: (1) 50-50 Athlon / Hammer in 4Q03. This is a year earlier than "late 2004" projection in the annual report. The latter seemed far to conservative as I hope the infrastructure support for Hammer is far better than during the K6/K7 transition. (2) UMC making Hammers on SOI. This is very different from the original Durons and then Athlons on bulk Si and may be part of the change in the cross-over above. While I take AMD's comments with some skepticism I appreciate your report. -PT

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