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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: Joe NYC who wrote (87409)	8/21/2002 8:29:06 PM
From: ptanner	Read Replies (2) of 275872

Joe, re: Claw 2P The updated HT links seem to indicate a much greater level of product differentiation for Claw 2P (2x8bit), Sledge 2P (2x16) and Sledge MP (3x16). I wonder if this is too much differentiation given the modest premium from single to 2P processor pricing (considering existing XP/MP and P4/Xeon). The availability of quality affordable 2P motherboards will depend on the demand and production volumes. It seems like AMD has gained a lot of interest in the enthusiast SMP community. And I really wonder how the products and the market will evolve with the Hammer series. Personally I am not as concerned with bandwidth but would appreciate dual processors. -PT

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