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


To: Yousef who wrote (81463)6/3/2002 12:55:55 PM
From: Monica DetwilerRead Replies (1) | Respond to of 275872
 
Yousef: AMD limits Clawhammer to 800MHz

I guess AMD should rename it the CrawlHammer.

800 MHz - now how many AMD fan boys would have expected the CrawlHammer to only match up to Intel's original Itanium?
Quite a come down for AMD, wouldn't you agree?
Monica



To: Yousef who wrote (81463)6/3/2002 1:01:52 PM
From: wanna_bmwRead Replies (1) | Respond to of 275872
 
Yousef, interesting link. I found these passages more telling, however.

"As mobo makers have axes to grind aplenty against the CPU makers, we weren't surprised to find one or two mainboard makers who felt that AMD was giving people over expectations."

...

"He said: "We're trying to tune for performance and not just frequency." When the first Clawhammathlons appear in December, they will be the performance leader and, he claimed, Intel had nothing to match it. "The ball's in our court," he said."

...

"What that will mean he said that after we see uniprocessor Clawhammerish systems in December, we'll start to see two way Opterons – he was suggesting that the Chinese and Taiwanese motherboard makers are already working on some such boards."


As I suspected, AMD will probably *not* be early with Hammer. Here are two more mentions of a December release of Hammer with Opteron to follow "later". And, of course, that ever nagging feeling that AMD may have a tough time meeting performance "hype", er... "expectations".

wbmw



To: Yousef who wrote (81463)6/3/2002 1:25:36 PM
From: niceguy767Read Replies (1) | Respond to of 275872
 
Yousef:

"AMD limits Clawhammer to 800MHz"

Sounds like AMD is trying to ease ClawHammer details into the marketplace, perhaps in effort to mitigate the potential INTC price decline...After all, were AMD, at this stage to demo a 2.0 GHz Hammer product, INTC's $180 billion market cap might get halved overnight...That wouldn't be good for anyone to see $90 billion in market cap disappear overnight...The shock waves would splash everyone!!!