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

To: Joe NYC who wrote (74569)	3/14/2002 11:32:53 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

I was looking at this Asus motherboard with KT333 chipset: asus.com Among the features is this: ASUS C.O.P (CPU Overheating Protection) ASUS C.O.P (CPU Overheating Protection) is a hardware protection circuit that automatically shuts down the system power before temperatures go high enough to permanently damage your CPU. Finally. But this is the interesting part: ASUS Q-Fan Constant, high-pitched noise generated from heatsink fans are a thing of the past thanks to ASUS Q-Fan™. The ASUS A7V333 with Q-Fan™ technology intelligently adjusts fan speeds according to system loading to ensure quiet, cool and efficient operation. My assumption is that they are increasing and decreasing voltage on the 12V line going to the fan, based on the CPU temperature, but it is only my assumption. There is nothing in the manual, and I have not found any comments about it in any newsgroups. Joe

To: Joe NYC who wrote (74569)	3/15/2002 12:04:05 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: Further, Barton seems to be slipping away. No mention of SOI K7 in the press release. The statement about 100% conversion to .13u by the end of 2002 looks less and less impressive, if a substantial percentage is not high performance (and high ASP SOI parts). Joe, my take is that it's starting to look like the K6-III+/Athlon transition. The K6-III+ was solidly on AMD's roadmap, but primarily as a backup in case Athlon didn't pan out. So far, Clawhammer appears to be doing better than expected, and if that continues to be the case, we may see volume Clawhammer in Q4 and few, if any desktop Bartons, ever. If Clawhammer runs into problems, Q4 will be "Barton Time!" - and maybe Q1, as well. No talk about Hammer or Barton would be bad news. Lots of attention for Barton this year and Hammer next year (which was what everyone was expecting a few months ago) would be OK news. Lots of talk of Hammer for this year and Barton not being worth bothering about anymore is (I think) good news.

To: Joe NYC who wrote (74569)	3/15/2002 12:05:29 AM
From: eCo	Read Replies (3) \| Respond to of 275872

This board seems to be exhibiting some clinical signs of a bipolar disorder. On the one hand, we'll be lucky to see Thoroughbred in H1. On the other, Hammer is going to turn Intel into the next Enron We should get counseling. <vbg> In the case of the former, Thoroughbred has obviously already sampled. THG's website has made so many gaffes of late (not to mention the obvious bias evident in their articles), that I have no idea why anyone still goes there. I've just written it off as a site everyone loves to hate. Earlier today I read on Ace's board (uncomfirmed - we'll find out when JC does his next update) that Pally prices have dropped precipitously in the last week. Assuming this is correct, since it doesn't seem to be in response to an Intel price cut, I take it to mean that Thoroughbred is imminent. That's the only way AMD will be able to maintain ASP's and keep their commitment for a profitable Q2. I've considered the possibility that all the design talent got put on Hammer, leaving the B-team for the shrink. But I don't know have enough technical expertise to know if this would (or could) be the case, or whether the probability of a B-team making a total flub of it is even remotely probable. In the case of the exuberant sentiment expressed above, Intel will never be an Enron. Intel has a product. The P4 is still a highly desired product. Hammer might dampen that desire, but it's not going to wipe it out in the span of 3 months, or 6, or 12. Enron, on the other hand, was a trader. It's product was founded on integrity, and when that well ran dry, there was nothing left to package. eCo