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To: Paul Engel who wrote (134112)5/4/2001 4:16:16 AM
From: Joseph Pareti  Read Replies (2) | Respond to of 186894
 
Sorry if posted before :-)

latest from AMD (a.k.a. Always More Delays :-)

AMD HOLDS BACK HAMMER RELEASE 05.04.01
COMMERCIAL NEWS HPCwire
==============================================================================

John G. Spooner reported for ZDNet: Advanced Micro Devices has pushed back the
introduction of a pair of new processor cores by as much as six months. The
chipmaker had planned to ship the first of its next-generation "Hammer" family
of processor cores in the first half of 2002. "Clawhammer," the first Hammer
core, was scheduled for the first quarter of 2002. Sledgehammer, a more server
oriented processor core, was scheduled for later in the first half of 2002.

Both have now been rescheduled for the second half of the year, company
spokesman Ward Tisdale confirmed Friday.

AMD representatives said the company decided to wait in order to align the
Hammer family of chips -- which feature the ability to process data in 64-bit
chunks -- with a new chip manufacturing technology, called Silicon on
Insulator (SOI). At the same time, the company plans to extend its Athlon
processors well into 2003, instead of tapering them off earlier.

"What this does now is align Hammer with SOI from day 1," Tisdale said.

SOI is a chipmaking technique that AMD has licensed from IBM. SOI aims to
increase performance by adding a layer of oxide material between the
transistor and silicon it rests on inside a chip. The oxide insulates the
transistor from the silicon, reducing the amount of energy lost. The
transistor, therefore, can run faster and consume less power.

Still, the delay could affect AMD's attempts to break into the corporate
market because one of its most touted technologies -- 64-bit computing for
servers -- will be delayed.

AMD recently landed a server deal with NEC in Japan, but has yet to announce
wins with large PC sellers in North America. AMD also missed an smaller
opportunity to capitalize on a shortage of 1GHz mobile Pentium IIIs from
Intel, due to a series of delays on AMD's own mobile Athlon chip.

However, the company will try to make good by extending its existing line of
Athlon chips well into 2003.

This is not the first time AMD has redrawn its processor road map. Just a few
months ago, the company pushed back the introduction of a new desktop-oriented
processor core, "Palomino." The company said it would instead dedicate
production capacity to a new mobile Athlon processor, also based on the core.
The chip shipped in the first quarter, but notebooks with the chip are not
expected until May. Palomino-based desktop chips will not ship until the third
quarter.

Originally, Palomino and "Morgan," an accompanying core aimed at low-price
notebooks, were scheduled to ship in the fourth quarter of 2000. However, AMD
disclosed in November plans to push them back to the first and second quarters
of 2001, respectively. The chips were pushed back largely because of issues
related to infrastructure. The chipsets that are needed to manufacture
notebooks were not available then. AMD said, at the same time, that it had
canceled a server chip called "Mustang" because of lack of demand from
potential customers.

Analysts said that this time, AMD pushed back the Hammer cores because it felt
it could use more time to develop them. The exact reason isn't clear.

"The delay is probably (for) tuning of either the market or the technology
issues," said Dean McCarron, principal analyst at Mercury Research. "From a
market perspective, there's no rush for (AMD) to get the 64-bit stuff out."

Meanwhile, AMD has disclosed a potential placeholder, "Barton." This new
processor core, to be available in desktop and mobile versions, will
ultimately be based on Palomino. Barton combines SOI technology with AMD's
forthcoming 0.13-micron "Thoroughbred" processor core. Thoroughbred is a
successor to the Palomino core.

"What Barton does is extend the Athlon well into 2003 so that the Socket A
infrastructure (AMD's method for attaching a chip to a motherboard) is
extended out, which gives the Athlon platform stability, especially for the
commercial market," Tisdale said.

Commercial buyers "want stability, so we're giving it to them," he added.

AMD has not changed plans for introducing both desktop and mobile versions of
Thoroughbred and "Appaloosa," a similar core aimed at the low-cost PC market.
Chips based on these two cores are due in the first half of 2002.

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To: Paul Engel who wrote (134112)5/4/2001 9:55:17 AM
From: Elmer  Respond to of 186894
 
"Hey Paul, been writing any puts lately?"
Just a few - as well as rolling some existing ones.


I've been writing a few too. ORCL & ERICY

EP