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

To: andreas_wonisch who wrote (72146)	2/21/2002 1:02:19 PM
From: Robohogs	Respond to of 275872

I don't think one can expect big volumes until Q4 for one real big reason: common business sense. Q4 is the main draw of the year with Q3 close. If everyone is out there waiting for Hammer and others don't want to buy until architecture proved stable, release with expectation of big Q4 could jeopardize the year. I imagine Q4 launch will be small (similar to volumes of laptops today or less) with the big push in 2003 when both hammers are out? To you long-termers, how long did it take for Athlon to be accepted? This launch could be faster with Athlon success or slower (if perceived as first all-AMD architecture). I would guess faster if bugs are kept to a minimum - no basis, just my bias. Jon PS This guidance out of Via and B of A could have people worried about another price war. I personally do not think 25%+ market share is a good thing for AMD until next year when the Hammer is launched and speed crown is unambiguously AMD's. Otherwise, price wars are started by Intel. I would rather have 8.2 mm chips at $95 this quarter than 9 mm at $90ish (or lower with a war). Via's comments are encouraging though.