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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (165406)	5/24/2002 2:01:00 PM
From: Jim McMannis	Respond to of 186894

RE:"Jim, AMD has a propensity for vapor launches. They'll "launch" in October just to score the PR coup, but they won't have any meaningful volumes until Q1 2003. AMD can get away with this because they have been for years now." Well maybe, maybe not. A couple of things can cause vapor launches. First being that the chip just isn't available and the other is that the infrasturucture isn't. The Athlon launched with very little infrastructure...all there was was a reference board and a AMD 750 chipset. That was in June of that year. By August only one mobo could be found an FIC...by the end of the year only and MSI and Asus boards were really available and Asus was ashamed to admit it (or scared of Intel so the story goes). Now you have the Hammer. Not due until the end of the year...Q4, (yeah we know what that usually means...ship one on Dec 31st and your covered). But the difference is that you have at least 4 chipset makers, nVidia, SIS, Ali, Via and maybe ATI all announcing Hammer chipsets 6 months in advance of the scheduled indroduction not to mention a whole bunch of motherboard makers. Whether or not the Hammer holds up the show or not, this launch "appears" to be a whole lot better than the Athlons was. Appears that at the very least AMD has gained the confidence the support people. For this to happen, AMD must have convinced them that Hammer was ready for prime time. Looks like "Hammer time" may be closer than recently thought... I'm pretty much agreeing with Elmer..."the AMD long"...maybe the Hype is enough to get 10 points out of the stock...(hopefully we'll still see single digits first) Jim