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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (46068)	7/4/2001 1:35:28 AM
From: Tony Viola	Read Replies (2) \| Respond to of 275872

Paul, those AMD roadmaps sure leave a lot of interpretation to the reader. They show a rectangle either centered in a half-year space, or skewed to the right or left. Are you supposed to take the center of the rectangle as the expected release point? .xbitlabs. writer does that in interpreting Palomino's release. Using the same method, I'd conclude that AMD's 0.13 process starts shipping (or something) in mid 1H02. Hector said something about Q4-01. On Intel's roadmaps, they show expected releases by colorcode, or by a definite line in the roadmap, diagonal if it's mid quarter. Also, they're broken up into quarters horizontally, not halves. Definitely a lot of wiggle room in AMD's roadmaps. Tony

To: Paul Engel who wrote (46068)	7/4/2001 8:17:17 AM
From: niceguy767	Read Replies (2) \| Respond to of 275872

Paul: "New AMD roadmap reflects the company’s intention to keep developing its Athlon MP processor family. According to the older roadmap, Athlon MP processors were based only on Palomino core. However, now AMD showed that they would design Athlon MP CPUs on 0.13mcron Thoroughbred and Barton cores. If they used to believe that they would need to push forward Athlon MP as a server solution while Hammer is not there, now the situation seems to have changed. Athlon MP family has every chance to live a much longer life. From now on AMD is going to promote its Athlon MP as an independent server solution even after Hammer CPUs arrive." Sounds like AMD has met with some degree of success in its debut into the server space...

To: Paul Engel who wrote (46068)	7/4/2001 10:40:42 AM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Paul, Re: Desktop Palomino Slipping ? No, it's not. I posted here many times that it will arrive in September (you can look up those posts) since that was what AMD communicating to the media. And guess what? Now we can see that it seems to be scheduled exactly for the middle of H2’01 -- that's the end of September. Which is, BTW, the same timeframe Intel will introduce the 2 GHz Pentium 4. That's still too late IMO but it's consistent with the last roadmap update (which was, I believe, at Q1 CC). Edit: Having looked at the new roadmap at amd.com it seems that the 0.13micron process has slipped. It was previously expected for the very end of '01, now it's cleary in '02 (1st or 2nd quarter). Andreas

To: Paul Engel who wrote (46068)	7/4/2001 12:10:56 PM
From: Dan3	Respond to of 275872

Re: SledgeHammer targeted for 4-8-way SMP servers I wish they wouldn't do that. I don't think anyone makes money selling hardware in these configurations except SUN. Everybody else (IBM, HP, etc.) makes their money on software and services (annual OS licensing fees, etc.) and AMD won't be selling software and services.