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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.00+0.7%3:59 PM EST

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To: Petz who wrote (88149)9/16/2002 10:50:51 AM
From: Jim McMannisRead Replies (1) of 275872
 
RE:"Furthermore, he absolutely claimed that there is no change in the Sledgehammer schedule, which is also SOI"

Opteron is far enough out where they can delay later.

Perhaps they do need to add another layer to Clawhammer to get the speeds up because when they added the layer to Athlon (T-bred-B) it increased the speeds to the point where it's PR rating are getting up in the area where they would be releasing Clawhammer. Also maybe Clawhammer isn't binning quite as well as they thought and that's causing PR overlap with T-bred-B.

So maybe he didn't lie he just told 1/2 of the story but I can almost guarantee they ran some Clawhammer wafers through and the had trouble getting very many to run near 2.000 (3400) Ghz. So I guess they decided to do a little redesign of hammer and lose money a while longer with T-bred-B.

Trouble, as Joe and other have stated...they needed at least a 6 months lead, Hammer vs Prescott, No they don't have it. Nor do they have the extra time they need to get 64 bit introed. Now Intel has time to even head of AMDs 64 bit instructions if they want.

All because of Delay, Delay, Delay...
I guess they haven't been burning the midnight oil after all. Obviously they had no redundant backup plans for hammer. AMD just seems to engineer by saying..."hey lets try all the cool stuff and see if we can get it to work". When it doesn't they have to start over...rather than have some backup plans. At least when they introed Athlon they started at the lowest common denominator of design and process and then tweaked it. Whith Hammer they decided to add new process from the get go...

Jim
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