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

To: Petz who wrote (68955)	1/25/2002 8:06:25 PM
From: andreas_wonisch	Read Replies (2) \| Respond to of 275872

Petz, Re: Meanwhile 5 quarters of Hammers will have already been sold before the first "P4+Yamhill" is sold. In the first quarter of the Athlon introduction AMD sold 200,000 units (Q3 '99). In the second quarter 800,000, then 1,2 million, 1,8 million and 3,6 million to a total of about 9 million units after five quarters. If that's any indication for the Hammer ramp, AMD will not have been shipping more than ten million Hammers by 2004. I think Intel could catch up extremely fast once they have their design ready. Just take their P4 ramp as an example. If they had to start from the scratch it would be different but in this scenario I don't see a big advantage for AMD, only a small one if they can actually deliver their roadmap schedules. And it's IMO still a big question mark if AMD will actually ship Hammers this year. Andreas

To: Petz who wrote (68955)	1/25/2002 8:35:41 PM
From: niceguy767	Read Replies (3) \| Respond to of 275872

John: ""Hammer gets hammered" -- NOT. Sorry, I don't see the logic in this. They act as if Yamhill could be added to the P4 tomorrow, when the Mercury news said it would be ready in "2003 or 2004." I've found any roadmap dates more than a year in the future always get delayed." INTC has lost their way...

To: Petz who wrote (68955)	1/26/2002 1:19:34 AM
From: milo_morai	Read Replies (2) \| Respond to of 275872

<font color=blue>UMC SOI- Next Generation Process Development We are working on early delivery of 0.10-um technology, and are developing SiGe and SOI technologies for high frequency, low power, and high-speed requirements. These technologies will be offered to our customers starting from the 0.10-um generation and beyond. In addition, we are developing processes for low voltage/low power and high speed Silicon on Insulator (SOI) technology. UMC continues to emphasize the development of advanced processes, such as low k dielectrics, advanced lithography and alternative materials. umc.com