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To: Tony Viola who wrote (157370)	1/30/2002 6:04:05 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

On the business, Anixter repeated what was said in the Q4 CC: Flash down this Q, about 900 million revenues total this Q and a small loss; return to profitability in Q2, and solid profitability for 2002 as a whole. At the end he said they were gaining market share (Processors). Earlier, he gave the numbers for 2001, in which AMD gained some, but he conveniently left out their losing unit share in Q4. A little oversight in granularity and trend.

To: Tony Viola who wrote (157370)	1/30/2002 6:09:18 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Tony, Re: "now he says they have seen first silicon and results so far have met all expectations, giving confidence they can ship Hammer by year end. There's the quarter slip again." It sounds like first silicon has arrived for Hammer, that it looks good, and that AMD expects to have a launch before the end of the year. It doesn't sound like a quarter slip to me, unless you originally figured they were aiming for the third quarter. My guess is that they can determine the number of steppings they'll need based on the current health of the silicon (they are probably booting legacy Operating Systems by now if they are this confident), so if nothing else goes wrong, they'll be production worthy in the fourth quarter. It might be a November or December launch, with a volume ramp in the first quarter of 2003. That's even sooner than I expected, but it's not like it's written in stone. Let's see if they find any bugs with their x86-64 implementation once they have a chance to test it on software that wasn't developed with a simulator (whenever that will be). wbmw