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

To: milo_morai who wrote (62958)	11/8/2001 1:35:50 PM
From: andreas_wonisch	Read Replies (2) \| Respond to of 275872

Milo, Re: Hammer has 4 times the performance of a 1Ghz thunderbird One year ago it had only 3 times the performance of a 1 GHz Athlon. If it slips again, it might have 5 times the performance of a 1 GHz Athlon at the next presentation. At least on paper. ;) Andreas

To: milo_morai who wrote (62958)	11/8/2001 1:53:23 PM
From: dale_laroy	Read Replies (3) \| Respond to of 275872

>Clawhammer samples 1H02, shipments in 2H03< This doesn't look good. It is a full year slip from 2H02.

To: milo_morai who wrote (62958)	11/8/2001 2:27:29 PM
From: Paul Engel	Read Replies (2) \| Respond to of 275872

Re: "Sledgehammer samples in 1H02, shipments in 1Q03 " Dan3 claims AMD will ship 25 million per quarter in EARLY 2003. That will be ONE HELLUVA RAMP RATE !!!!! {==========================} To:wanna_bmw who wrote (143840) From: Dan3 Saturday, Sep 22, 2001 10:11 PM View Replies (1) \| Respond to 143942 of 143946 Re: Your various posts on the Mod AMD thread tonight Do you realize what a critical period Intel is approaching? More that 100% of CPU unit growth is taking place in Asia (as sales in North America and Europe decrease) and VIA is absorbing most of that growth. Intel walked away from the well accepted, inexpensive, widely available socket 370 market it spent years developing - and VIA is reaping the benefits of all that effort. Meanwhile AMD now has the Gresham FAB - designed for 300mm, copper, and sub .13 - to back up Dresden if it needs it. AMD could be producing 25 million 64 bit hammers per quarter by early 2003. Intel could find itself relegated to less than 50% of the CPU market as early as then. Intel could execute flawlessly with its IA-64 strategy and find itself stuck with a white elephant as its customer base stays with software that is consistent and compatible.