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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-0.5%Dec 31 3:59 PM EST

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To: Gopher Broke who wrote (80619)5/24/2002 6:30:55 AM
From: Joe NYCRead Replies (1) of 275872
 
Gopher,

Big problems with those chipsets? Seems unlikely.

I think the chipset would provide only marginal improvement over the existing chipsets. Nvidia chipset (dual channel) can already supply more bandwidth than Athlon can utilize. Increasing the bandwidth by additional 25% would not help CPU much. It would just improve graphics performance.

So, anyone else get the feeling that ClawHammer might just be going to ship before October?

Before October? I think it would be a great success if Hammer shipped in October, with real availability across the board - OEMs, Pricewatch, CPUs motherboards. Jerry has been talking about end of the year, so October, and a full availability during Christmas season would be excellent. It would mean that Hammer would materially contribute to Q4 earnings.

Joe
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