NiceGuy
While you're shreeking about AMD taking off for the moon perhaps you would care to comment on this?
digitimes.com
AMD to ship 600,000 K8 CPUs in 3Q, 1.5-2 million in 4Q
Charles Chou, Taipei; Steve Shen, DigiTimes.com [Monday 20 September 2004]
Current shipments of Advanced Micro Devices (AMD) Athlon 64 processors to OEM clients and the channel are better than anticipated, and the company expects to ship 600,000 units in the third quarter, according to sources at AMD Taiwan.
With the current level of demand likely to carry over to the end of the year, AMD is optimistic it will ship 1.5-2 million K8 CPUs in the fourth quarter, the sources estimated.
Shipments of AMD’s Sempron processors will also be good in the third quarter, though not at strong as the Athlon 64 CPUs, the sources added.
If correct, this is anemic volume. With just about every other semi provider guiding to a weaker Q3 it's pretty hard to escape the conclusion that the same tide is dropping all boats.
Other interesting comments about the low volume:
overclockers.com
That's all???
A figure of 600K Athlon 64s is far below any estimates or projections that AMD has previously made for the chip, roughly half the previous lowest estimates, and about a tenth of what AMD was promising a year ago.
True, this doesn't include Opterons, but toss them in and you only get about 750,000 Hammers sold. This accounts for roughly a tenth of AMD's production capacity at 130nm (even after figuring in additional die size). |
