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

To: Charles Gryba who wrote (71870)	2/18/2002 4:38:02 PM
From: Petz	Respond to of 275872

Also, why is AMD pumping up Tbred if clawhammer is less than 10 months away? It makes me nervous. Well, in 2003 TBred will be to Hammer what Duron is to Athlon XP now. I don't think there will be any $59 Hammer motherboards until HT Southbridge chips are available from 3 manufacturers and the motherboard manufacturers have learned how to make cheap boards. Sometime in 2003, the cost of the Clawhammer socket will be as low as Socket A is now because, after all, it does have an integrated northbridge. TBred's are absolutely needed in 2002 to cover the expected increase of P4 MHz until Hammer comes out and to maintain a power/speed advantage over P4 mobiles. Otherwise there could be two quarters as bad as Q3'00, when the Palomino delay killed AMD. So I'm glad to see that AMD is still pushing the TBred. The VIA chipset roadmap again confirms to me that it is not a delay in Hammer causing the push, and that Hammer systems will be buyable before the end of the year. Petz