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


To: wanna_bmw who wrote (77539)4/17/2002 6:46:02 PM
From: Road WalkerRead Replies (1) | Respond to of 275872
 
Ten,

I'm sure Athlon will go down in price point. Can't just cut over 50% of unit sales.

John



To: wanna_bmw who wrote (77539)4/17/2002 6:46:15 PM
From: h0dbRead Replies (2) | Respond to of 275872
 
Hi, wbmw: T-bred is the new Duron. Barton gets to be the new Athlon(xx). AMD is praying that the Barton's 512kb L2 allows them to claim a competitive QuantiSpeed rating as P-4 scales to 3.0GHz. That has to hold them for the rest of the year.

Notice that JS already blew away the roadmap that AMD showed at WinHEC this week? The one that claimed Clawhammer would ship "early in Q3." Now JS says "end of Q4, with no volume unitl 2003.

sigh.



To: wanna_bmw who wrote (77539)4/17/2002 7:03:13 PM
From: fyodor_Read Replies (1) | Respond to of 275872
 
Wanna: Yup. And yet he still plans on phasing it out. Does AMD plan on putting Athlon down in that price range, or do they just assume people will pay more?

Long term…

He expected roughly the same mix next quarter.

With P4 moving into the Celery space, AMD is going to need to move at least some Duron production to either Fab30 or UMC (more likely Fab30, IMHO - UMC would seem to make more sense for low power).

-fyo