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

To: Dan3 who wrote (74572)	3/15/2002 12:23:59 AM
From: Joe NYC	Respond to of 275872

Dan, 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. Well, I may be asking too much, but I want Hammer AND Barton. Hammer would be the high end desktop chips in Q4, Barton would be the high end notebook chip (depending on schedule and performance of Banias) and the MP chip. My hope is that AMD will try to gain share in these high ASP segments. The production capacity with 1 fab (at the end of 2002) will be limited, so if AMD can produce only so many units (8M to 10M units?), these units better have ASP of $100. Joe