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

To: Petz who wrote (63784)	11/15/2001 3:14:58 PM
From: chuckles58	Read Replies (1) \| Respond to of 275872

Hammer should be worth the wait. Many here were disappointed with Palomino's delays. Now that they're here as Athlon XP's, were they worth the wait? I think so. Unfortunately, in the mean time, T-Bird ASP's were trashed due to the price war. It's possible that Palomino's delay helped cause the current loss situation, but will also be a major part of the return to profitability. Flash is really the main culprit though. Flash generated a good portion of the 2000 to 2Q01 profits. It will take healthy flash division to right things. Other stocks in the flash industry have had recent stock gains (SSTI and SNDK). AMD's flash business is definitely underappreciated by Wall Street. CB

To: Petz who wrote (63784)	11/15/2001 3:19:47 PM
From: combjelly	Respond to of 275872

"Motherboards could be designed and validated with Q1 samples and be ready for sale Q2 when the volume of AMD chipsets might [hypothetically] hit." It's this way. According to AMD, ClawHammer is taping out now, let's assume it already happened. Now after a processor tapes out, it has to go and have the masks and reticles made. Given the time of year, if that part is done by the end of the year, they will be lucky. Ok, so everyone is sobered up and ready to work in January. To get the first samples done, they will likely push them through as fast as possible, so that would be late February, early March for the packaged samples. So give a couple, three months for sample evaluation and general checking out to make sure everything is fine. So that would be May or June before they can start a production run, and that means Q4 at the earliest. Likely Q1 of 2003 because AMD (and Intel for that matter) likes to ramp things up and spend a couple of quarters building chips before they actually start to ship. Sure, they might take a gamble and start the production ramp before they evaluate the sample chips, but that is risky...

To: Petz who wrote (63784)	11/15/2001 5:19:55 PM
From: hmaly	Respond to of 275872

John Re...Any kind of a launch by July 1, even a low volume one, would be considered a real coup, IMO. The roadmap clearly shows the left edge of the Clawhammer bar to the right of mid-2002.<<<<<<<<< Didn't Dirk say at the CC, that Hammer was in the process of taping out now. Doesn't it take a yr. before we will see production runs. It is quite possible that the chipset makers want to be ready with their own chipset at introduction. To do so, wouldn't they need to have the chipset ready, so it can be run with the samples, and iron out any problems, so that both are ready at launch?