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

To: Joe NYC who wrote (77596)	4/18/2002 12:19:40 AM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

One thing I take as a big positive out of the CC is that AMD has put Appaloosa out of it's misery. I thought AMD management was coletively out of their minds to put it on the roadmap. Another positive is that ther will be a T-bred with 512K L2, even though they hijacked the code name Barton to do this. Both great news, and I am glad that AMD sees things the same way I see it. Too bad it took them too long to realize this. As many have said, this quarter is completely in a limbo, .13u is basically nowhere, .13u mobile design win must have been terrible, since Jerry mentioned something about the end of the year. The desktop 256K L2 Tbreds are a mistake (except to parallel speed grades up to 2100+). I hope flash will start to contribute this quarter to offset lower ASPs and pressure on units in microprocessor segment. Joe

To: Joe NYC who wrote (77596)	4/18/2002 12:30:21 AM
From: h0db	Read Replies (1) \| Respond to of 275872

I think you are probably right--their roadmap seems to make the most sense if you take the middle of the processor rectangle as the most likely production date. I worry that AMD may end up marketing Hammer so heavily for the remainder of the year that they start to choke off demand for Athlons. Particularly during the fall-winter buying season, there is perhaps a danger that even AMD loyalists will defer a processor/PC purchase until they can get a Hammer with it promised quantum improvement in speed.