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

To: AK2004 who wrote (64588)11/29/2001 1:12:48 PM
From: Pravin KamdarRead Replies (1) | Respond to of 275872
 
Albert,

I believe they did order from Siotec. I don't think that the order can be taken as validation of any kind of problem, though. I haven't expected to see T-birds on sales until mid Q2, so I won't get worried until that looks at risk.

What worries me a lot more is the HP/Compaq merger. HP is locked into IA-64. If HP defines the product strategy for the combined company, AMD could be shut out of the top 5 OEMs. Hammer could be left without a home. Also, I think HP adopted Athlon in response to competition from Compaq. Without this competition, they might even drop that line. However, if the deal doesn't go through, everyone might have to hedge their bets with Hammer.

Pravin



To: AK2004 who wrote (64588)11/29/2001 1:48:20 PM
From: Joe NYCRead Replies (2) | Respond to of 275872
 
Albert,

Did not amd ordered wafers from soitec recently?

I believe those wafers will be for SOI parts. The parts scheduled for Q1 are Thoroughbred and Apaloosa, which are going to be bulk silicon parts.

Joe


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