SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: milo_morai who wrote (80488)5/22/2002 5:15:45 PM
From: PetzRespond to of 275872
 
milo, interesting post, but I don't think there's a prayer of a chance for demand for 10M tbreds in Q4. Everyone will want Hammers, and AMD will only be able to make about a million of them. (Yes, I'm much more optimistic than Wenh99's 100K.) There won't be more than 6M tbreds plus maybe 1-2M Palominos and Durons left over from Q3.

The hobbyist market is just not going to get that excited about the tbred when the Clawhammer is waiting in the wings. It's very good that they are planning a solid launch with excellent 3rd party support, because the demand will be large and instant.

Also the notebook number of 2M is way too high, IMO.

Petz



To: milo_morai who wrote (80488)5/22/2002 5:23:54 PM
From: niceguy767Respond to of 275872
 
milo:

Thanks...Sounds like AMD is well-bridged to ClawHammer.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News