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

To: Dan3 who wrote (76607)	4/6/2002 9:37:15 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Dan, Re: "Look at the lower of these two viewgraphs presented by AMD 5 months ago at their analyst conference...You may have to expand the lower image in an editor to see it clearly." No kidding, Dan. LOL! I wouldn't squint too hard at that PowerPoint slide... you might start seeing things that aren't there. "It clearly shows a chip with a small speed increase (2100+ to 2200+) being available in April of 2002. Then a larger speed bump comes in July of 2002 (when Thoroughbred appears on shelves)... AMD has been perfectly on schedule with both the 2100+ and 2200+ introductions planned 6 months ago." Nevermind my previous comment. Looks like you've already stared at the PowerPoint slide for far too long. <ggg> wbmw

To: Dan3 who wrote (76607)	4/6/2002 10:02:12 PM
From: ptanner	Respond to of 275872

Dan, re: "AMD has been perfectly on schedule with both the 2100+ and 2200+ introductions planned 6 months ago." Well, not really perfect. The desktop M2200 was initially noted for 1Q02 but deferred to 2Q02 per AMD's more detailed roadmaps collected here: home.attbi.com EDIT: I do see the little bump you note in the Analyst conference slide. I do hope that AMD continues with the steeper slope indicated in that graph but also wonder about the one quarter slide on the M2400 and that they still project a M2800 for Tbred/Barton in 4Q02 despite the other desktop shifts. -PT