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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST
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To: Elmer who wrote (83280)6/23/2002 12:01:02 AM
From: h0dbRead Replies (1) of 275872
 
Elmer, do you think that AMD has "Osborned" itself with the Hammer? I notice that AMD's CPU sales seem to have plummeted more over the quarter than Intel's did, proportionally. They don't have many big OEMs (HP/CPQ, which is being killed by Dell) to ship to, and really rely on white box and enthusiast buyers. Did they pump Hammer too hard and kill demand for shipping CPUs, esp. as T-bred kept slipping, and finally intro'd with surprisingly little headroom for a .13-um-process part?

I suspect that's why we keep hearing mixed messages about Hammer-- it's early, it's late: it's going to ship above 2Ghz or at 800MHz, etc. It's like AMD decides to keep building the Hammer buzz one day, and then gets a sales forecast and says, "OMG, we need to pump the Athlons because that's all were going to be building in any numbers until 2003!"
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