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

To: Robohogs who wrote (71784)	2/17/2002 3:55:14 PM
From: Tony Viola	Read Replies (3) \| Respond to of 275872

The 2200+ has slipped a quarter. In November, AMD said 2200+ in Q1. Now appears in Q2. Any thoughts? A quarter isn't bad compared with how much original Palomino slipped. Also, AMD might be running out of gas with 0.18.

To: Robohogs who wrote (71784)	2/17/2002 4:20:09 PM
From: dale_laroy	Respond to of 275872

Please note that, according to this slide the M4000 Clawhammer will be 0.13-micron. event.mediaondemand.com

To: Robohogs who wrote (71784)	2/17/2002 4:49:24 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: The 2200+ has slipped a quarter. In November, AMD said 2200+ in Q1. Now appears in Q2 Your link is showing up dead (right now, anyway). Do you happen to recall if that was supposed to be a production data or an availability date? If it was an availability date, then they slipped the schedule.

To: Robohogs who wrote (71784)	2/17/2002 5:01:34 PM
From: ptanner	Read Replies (2) \| Respond to of 275872

Jon, re: "the 2200+ has slipped a quarter. In November, AMD said 2200+ in Q1. Now appears in Q2." Where do you see the 2200+ sliding? Slide 9 from the Jan 30 BoA presentation (sorry no link, I DL all the files) still notes a M2200 for Q1 and has two minor changes in the desktop value (1400->1300MHz for 1Q02 and M2800 Thrbred/Barton dropped from 4Q02) and a change in labelling the 0.1um Hammer series to 90nm Hammer. EDIT: Ok, I followed the thread up and saw the source for the 2200+ to 2Q02. I am not sure how much faith I have in the VR Zone site vs AMD's own presentations. Especially when the VR-Zone site is more aggressive than AMD with respect to the value desktop (they still have 1400MHz for 1Q02). -PT