Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jim McMannis who wrote (73289)	3/4/2002 8:24:16 PM
From: Elmer	Read Replies (2) \| Respond to of 275872

I think Hammer will have to be much better than the Athy was over the P3 CuMine outperformed Athlon upon introduction both clock for clock and in absolute terms. Unfortunately it ran out of headroom before Athlon did. As for Hammer, we really have no data whatsoever to support the claim that it will outperform P4. We have slides and Jerry's mouth but that's worth about as much as NiceGuy's options. EP

To: Jim McMannis who wrote (73289)	3/4/2002 10:13:57 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Jim: "Even then, look how long SUN remained strong even after they had an inferior platform.... It will take more than just a superior product to chew more into Intel...a nice paradigm shift is what's needed." JS said tonight that AMD had doubled its market share since '96, let's say it took 6 years...If Hammer's attributes are much superior to p4's, it may not take another 6 years to go from 20% to 40%...AMD's Athy has laid the foundation...If Hammer's features provide significant advantage over INTC's offerings, accelerating market share gains by AMD are a likelihood, imo...Indeed 2003 could be a banner year for AMD as the Hammer product cycle swings into full gear...