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

To: dhellman who wrote (79701)	5/8/2002 10:23:04 AM
From: heatsinker2	Respond to of 275872

Dave- Tech Tour report Thanks for the excellent report. Give this a day or two and you will achieve your 15 minutes of global fame!

To: dhellman who wrote (79701)	5/8/2002 10:33:57 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

RE:"AMD tidbits You will be able to wake on xmas morning with a hammer under the tree. Not just oem systems, broad motherboard support. (Nvidia rep said they’d be out with the launch too)" Hammer under the tree? Stanley or Craftsman?

To: dhellman who wrote (79701)	5/8/2002 10:41:08 AM
From: Elmer	Respond to of 275872

. I said the current models are rated against thunderbirds, will thee hammers be rated against thunderbirds? The gist is, they wouldn’t say! I take that as a yes.

To: dhellman who wrote (79701)	5/8/2002 11:01:24 AM
From: wanna_bmw	Read Replies (2) \| Respond to of 275872

dhellman, Re: "By Q403 expect a 50-50% split between Hammer and Athlon chip sales" So it'll take them a whole year to ramp to 5-6M Hammers. Seems like a long transition for AMD. Or maybe it's just that they are being realistic for a change. In that case, I don't see Hammer taking significant share from Intel in 2003. Pentium 4 should still be more competitive vs Barton in that time frame, and then we'll see if by Q4 2003, Prescott can ramp to larger volumes than Hammer. wbmw

To: dhellman who wrote (79701)	5/8/2002 11:02:18 AM
From: Petz	Read Replies (3) \| Respond to of 275872

Thanks, dhellman, re: They don?t know what the claw-athlon will be called except that it will likely be an Athlon ??? ?? should be whatever Microsoft calls the first version of Windows to support Hammer, IMO, or '64' if they can't get the rights. Petz

To: dhellman who wrote (79701)	5/8/2002 12:52:23 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Dhellman, Re: Mirror bit, what went wrong? Sampling now out of Dresden, and shipping this quarter for revenue Shouldn't this be Austin? Or is FAB30 now producing flash as well? Andreas

To: dhellman who wrote (79701)	5/8/2002 4:22:13 PM
From: ptanner	Read Replies (3) \| Respond to of 275872

dhellman, re: AMD Tech Tour report Thanks for sharing. I found the following two items interesting: (1) 50-50 Athlon / Hammer in 4Q03. This is a year earlier than "late 2004" projection in the annual report. The latter seemed far to conservative as I hope the infrastructure support for Hammer is far better than during the K6/K7 transition. (2) UMC making Hammers on SOI. This is very different from the original Durons and then Athlons on bulk Si and may be part of the change in the cross-over above. While I take AMD's comments with some skepticism I appreciate your report. -PT

To: dhellman who wrote (79701)	5/20/2002 11:48:44 AM
From: Win Smith	Read Replies (2) \| Respond to of 275872

Hammer the focus of Computex interest theinquirer.net In which Mad Mike Mageek belatedly picks up on dhellman's tech tour coverage. Link to RB, though, where dhellman posted it 3 minutes earlier, it looks like. MEANWHILE, in yet more Hammeron news, some of the processors, made eventually by foundry UMC, will be able to run with passive cooling only, using a 90 nanometer process - that report is at Raging Bull message boards. ragingbull.lycos.com Round up the usual suspects, eh, d?