Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 223.46

+4.3%

3:59 PM EST

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To: Charles Gryba who wrote (80553)	5/23/2002 4:51:01 PM
From: Elmer	Read Replies (1) of 275872

Elmer, maybe Mhz Lead but not performance lead unless Hammer does not meet projected performance estimates by AMD. ( 3400+ ) 1350 in Spec, etc, etc. AMD has refused to say what the 3400+ is compared to and the 1350 spec number was a wild rumor and not claimed by AMD (AFAIK). To my knowledge there is no information on Hammer performance, nor is there any indication that AMD's SOI process is up to snuff while there is plenty of evidence that their bulk .13u is in deep trouble. Meanwhile NorthWood is shipping in high volume, enjoying shrinks (notice I am using the plural here) and the frequency is scaling remarkably. EP

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