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

To: Pravin Kamdar who wrote (76046)	4/1/2002 10:38:58 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

RE: According to our sources, the official launch of Athlon XP (Thoroughbred) will take place only in the second half of June. That article is making reference only to desktop processors, which are supposed to follow the mobile parts by about a quarter.

To: Pravin Kamdar who wrote (76046)	4/1/2002 10:55:53 AM
From: Joe NYC	Respond to of 275872

Pravin, the official launch of Athlon XP (Thoroughbred) will take place only in the second half of June. That's what we have been suspecting. The notebook chip ramp will be slow, since notebook makers are not as nimble as desktop ones, and there is a new, smaller packaging to deal with. So the opportunity to make a killing in notebook area is slowly slipping, to just holding their own, with possibility of small gains later on. Joe

To: Pravin Kamdar who wrote (76046)	4/1/2002 11:05:17 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Pravin, how can you be sure that this isn't just an April Fools joke? It says second half of June, but that's at the tail end of the quarter, and extremely late to market. I see some people arguing about the mobile launch being much sooner, but how does that add up? Mobile is supposed to be a slow ramp. Surely AMD has enough volumes to do a mobile and desktop launch simultaneously, don't they? What would be the point of launching a low volume mobile launch, while losing out on revenue due to holding back on desktop parts? That's why I think the article is suspect. But if true, then this is certainly bad news for AMD. wbmw

To: Pravin Kamdar who wrote (76046)	4/1/2002 11:08:30 AM
From: andreas_wonisch	Respond to of 275872

Pravin, Re: the official launch of Athlon XP (Thoroughbred) will take place only in the second half of June. It looks like the 0,13 micron transition is (was?) a disaster. Maybe that's why Jerry was so furius at one of the last presentations when he was asked about 0.13 micron delays. While I can see Palomino reaching 1.8 GHz this quarter (Q2) an XP2200+ won't be enough to offsets Intel's speed advances (2.4 tomorrow and 2.53 GHz + 133 MHz FSB later this quarter). BTW, my ASP analysis for Q1 is done (I'll post it here soon) and for the last three weeks XP ASPs were in a steady decline (today at a new all-time low). While this won't effect Q1 ASPs much which I expect to be better than expected Q2 could be really hard for AMD. I don't expect them to make money without new speed grades that could lift ASPs. Andreas