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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 227.90

+2.0%

3:59 PM EST

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To: fyodor_ who wrote (93418)	2/20/2003 9:28:19 PM
From: Joe NYC	Read Replies (3) of 275872

Looking at Intel's roadmap on Tom's hardware: tomshardware.com It seems that the processors with 800 MHz FSB will be available in Q2. AMD really does need dual DDR-II when Prescott comes around. AMD needs, first of all, dual DDR-I for desktop, because as is, it will be completely blown out of the water on some benchmarks. I don't really see any point in launching Athlon64 in single channel version. Maybe for notebooks (IDF demonstrations). But on desktop, it makes no sense. Maybe later in 2004, with single channel DDR-II, to revive the Duron brand. My speculation is that AMD could launch Athlon 64 (Clawhammer), but AMD's test have shown that it was hard time reaching 3400 rating (beating 3.2 GHz P4 with 800 MHz FSB), so it is really scrapped (not postponed), and come September, AMD will launch it only as a laptop, and announce another delay, waiting for infrastructure support for desktop Opteron. Joe

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