Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Gopher Broke who wrote (80619)	5/24/2002 6:29:29 AM
From: dhellman	Respond to of 275872

So, anyone else get the feeling that ClawHammer might just be going to ship before October? Kyle [H] Bennett agrees: edit:(about focus on hammer) hardocp.com [H]ardNews 1st Edition Friday May 24, 2002 Posted by Kyle 3:19 AM (CDT) "Word on the street is that the next gen nForce chipsets have been put out to pasture. No, they did not sell them to Gateway, it seems that NVIDIA is calling off all bets on current Palomino and TBred core logics and will pull out the big stick when Hammer gets here. Hmm, Computex is in Taipei the first week of June, wonder what they will have there?"

To: Gopher Broke who wrote (80619)	5/24/2002 6:30:55 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Gopher, Big problems with those chipsets? Seems unlikely. I think the chipset would provide only marginal improvement over the existing chipsets. Nvidia chipset (dual channel) can already supply more bandwidth than Athlon can utilize. Increasing the bandwidth by additional 25% would not help CPU much. It would just improve graphics performance. So, anyone else get the feeling that ClawHammer might just be going to ship before October? Before October? I think it would be a great success if Hammer shipped in October, with real availability across the board - OEMs, Pricewatch, CPUs motherboards. Jerry has been talking about end of the year, so October, and a full availability during Christmas season would be excellent. It would mean that Hammer would materially contribute to Q4 earnings. Joe

To: Gopher Broke who wrote (80619)	5/24/2002 12:21:31 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Gopher, Re: "So, anyone else get the feeling that ClawHammer might just be going to ship before October?" Which would make it from tapeout to production in 9 months. If true, I'd like to see how they structured their validation effort. New micro-architectures usually take greater than a year to go from tapeout to production, and with AMD's new topology and memory configuration, one would have to wonder how they could compress the validation space. Knowing what I know about validation methodology, I am still skeptical that AMD can ship in volume at any time this year with a reliable product. wbmw