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

To: Monica Detwiler who wrote (79210)	5/3/2002 1:39:16 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

From the early roadmaps...yes, Sledgehammer has slipped 1 to 1.5 years and counting. This is typical and shouldn't surprise anyone. I'd like to see one of these roadmaps actually come in on or before schedule... AMD needs Hammer shipping by this summer...they needed .13u 6 months ago, they needed Palomino in Q1 2001. When you are the Mhz loser it's tough, like beating your head against the wall. You start to resort to hard tricks to "eek out" a little more performance...things like SOI. Then when things go wrong they really get magnified...and blow up in your face. Looks like .13u and SOI are tenuous at best for AMD. Intel already has .13u and because the P4 scales well they don't have to worry about funky things like SOI... Jim

To: Monica Detwiler who wrote (79210)	5/3/2002 1:45:32 PM
From: Elmer	Read Replies (1) \| Respond to of 275872

Here is one of the early AMD roadmaps, published by Anand in 2000, clearly showing Sledgehammer slated for early to mid-2001 introduction It looks like early 2001 to me, so AMD is looking at a nearly 2.5 year slip for SH, and we may not be done slipping yet. EP