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To: jcholewa who wrote (53112)8/30/2001 12:38:01 AM
From: kash johalRead Replies (2) | Respond to of 275872
 
JC,

re: Claw competing with northwood.

I doubt it very much.

Lets assume Clawhammer is available on 1/1/2002 in VOLUME.

Lets assume yields are GREAT.

Lets assume Mhz is GREAT.

I am convinced AMD will still SCREW it up.

There wont be CHIPSETS.

It will take 9 months to debug a 3rd party chipset and take it into volume and a 4th party MB vendor.

Northwood will be in VOLUME a lot EARLIER than that.

IMHO clawhammer wont see large volumes till early 2003 at best.

And thats why they are toast.

regards,

Kash


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