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To: Dan3 who wrote (162910)	3/25/2002 5:48:11 PM
From: wanna_bmw	Respond to of 186894

Dan, Re: "Note that AMD expects to ship 50% to 100% of that figure the first year after Hammer's launch (2003)" Where have you see this figure? The quote that I saw said that they expect more than half of their units to be Hammer by the end of 2004. Re: "my recollection is that AMD is a slightly smaller, slightly less resource rich company with a bit less market share than Intel, so it would be more impressive than what Intel did." I don't see the logic here. AMD is a smaller company, so they have faster turn around times. They can discontinue older products without as much of an impact, and they only have one fab that they need to ramp, so they can do it faster. You think that's more impressive? I'd call it a benefit of being smaller. wbmw