Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

0.0%

Dec 26 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jim McMannis who wrote (87860)	9/5/2002 12:48:20 PM
From: Petz	Read Replies (1) of 275872

<Lots of boards & chipsets for Hammer but no Hammer... so different than Athlon launch> Yea, tell me about it! I sure hope no last minute glitch prevented production from starting about now. IMO, AMD is being very vague about exact Hammer launch date to prevent the Osborne effect from killing demand for Socket A. OTOH, they are preannouncing socket A stuff to keep demand up for those chips. Some ruminations on Socket A: There must be a lot of 2000+ and lower Palomino chips sitting in inventory at the distributors. Why would any OEM buy these for $40 if they could get 2400+ or faster TBred Rev B chips for $60-$80? The new 333 FSB chips coming out helps this situation. All of a sudden, non-333-FSB-capable motherboards have been marginalized and will sell for peanuts. So now it still makes sense for an OEM to buy a 1900+ chip for $40 if they can get a motherboard for $40. So the Palominos will get cleared out to fill all the socket A motherboards that can't handle a 2700+/333 TBred or an XXXX+/333 Barton with 512K cache. So splitting the market between 266 FSB and 333 FSB will cause a wider spread of prices between CPUs and motherboards, but hopefully for AMD the average ASP will stay the same because of the extra 100+ on the "P4-rating." It will still be extremely beneficial for AMD to keep Socket A performance on par with P4 performance. At one point, when AMD only had the first TBred core revision and no Barton in sight, this may have seemed an impossibility. But a 2.5 GHz Barton with 512K cache should be eminently competitive with a 3.06 GHz P4, so Hammers can be marketed as a totally-nuther beast. The leftover inventory of Palominos and 266 FSB Tbreds will compete with the P4-Celerons. Petz

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next