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

To: peter_luc who wrote (53478)	9/1/2001 10:15:36 AM
From: that_crazy_doug	Respond to of 275872

<< Besides, nForce is approaching fast. It may be the next "killer product" to have - in sharpest contrast to the lamentable P4+SDRAM combo. All those PC makers who are investing heavily in building up a huge inventory of P4+i845 computers may be in for a rude awakening. >> I have a really hard time believing that a new motherboard even if it's really good, is going to alter people's perceptions of processors. People aren't intelligent enough to figure out the performance of the processors in general, you think they'll even know the difference between motherboards? Sure, nforce will be a big hit in the diy market, but AMD isn't having any problems there anyway. I don't know anyone who has built a p4. I also don't see nforce even being used by Gateway, Compaq or HP at least not in the near future, and I doubt it would increase AMD's sales much even if they did. << Finally, if there is any truth in the rumors about Hammer already sampling and the transition to 0.13µ+SOI going very smoothly we may well see some nice surprises here again. >> This may be true, but 1) I'd say the odds of hammer coming out before Q2 of next year are near 0 even if they are sampling now. 2) If it does come out, you'll probably have plenty of time to buy in afterwards before any upwards movement. 3) No one knows if Hammer is going to be any good anyway, how much would it help if Hammer didn't scale much higher then the thunderbird (ala palomino). 4) It will also have to contend with a .13 p4, which I'd figure can probably get to 3 ghz pretty easily.

To: peter_luc who wrote (53478)	9/1/2001 3:30:21 PM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

>Besides, nForce is approaching fast. It may be the next "killer product" to have - in sharpest contrast to the lamentable P4+SDRAM combo.< While nForce will bring down the price of systems formerly configured with GeForce2 MX cards, these are by far the minority of systems. Currently, systems with 8MB of UMA video memory are the big sellers, and even before that Vanta card equipped systems made up the bulk of sales. Even our local box builders configure their systems with Vanta cards standard and GeForce cards as special order options.