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: Petz who wrote (80971)	5/29/2002 3:15:07 PM
From: Jim McMannis	Respond to of 275872

RE:"I was tempted to upgrade the motherboard to something like the A7V333 with built in firewire, USB 2.0" Be careful, these new USB 2.0 motherboards are just "USB 2.0 ready"...whatever that means. RE:"That brings up the subject of product transitions. To prevent demand for Socket A CPU's from drying up in the white box and DIY market, it makes economic sense for AMD to pretend it won't arrive until the last day of 2002. For the OEM's it makes no sense to pre-announce any products and for the motherboard makers, it makes sense to claim they will be ready whenever the chips arrive. All players are following their scripts." Well, it would be nice to see AMD sandbag it just once and come out early. As far as clearing Athlons for Hammers I don't see it as that much of a problem. Just bring the Hammers in high and cut prices on Athlons. Duron production should already be winding down as FAB 25 goes to flash production... So Hammer takes the Athlon space and the Athlon moves to the Duron space. Hopefully, the overall ASPs go up. RE:"When clawhammer does arrive, if there are no chips under $300 within a month of intro, it will mean that yields are low." Perhaps...or maybe the Hammer can demand that much for a month. Shoot a 2.53 P4 is what? $400? RE:"AMD needs to have lower priced Clawhammers to jump-start the motherboard support, even if it means downbinning some parts below PR 3400+ and keeping the 3400+ part at $400." That would help but it seems motherborad support will be excellent vs. what the Athlon had...even better than P4... Will sure be interesting to see if the hype is warranted. Be sure Intel is readying some new releases and benches to spoil the party. Jim PS..are you using some overclockers BIOs for the K7S5a? Mine won't go over 133 FSB.