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

To: Elmer who wrote (83280)	6/22/2002 8:49:22 PM
From: Charles Gryba	Respond to of 275872

EP, I humbly disagree. K7 came out in 99 and AMD has had people working on various K8 variants since.If they thought their whole company was riding on this one chip they could have done 2 things: Close shop or make something that will do at least as much or more for them than the K8 did. I personally think they've done amazing. The HT infrastructure alone will allow K8 and future processors to glue together and with other components with ease. The only thing I will agree with you on is that manufacturability of their stuff is still iffy. If they run short on that dept., they'd better go hire some more competent people in that dept. C

To: Elmer who wrote (83280)	6/23/2002 12:01:02 AM
From: h0db	Read Replies (1) \| Respond to of 275872

Elmer, do you think that AMD has "Osborned" itself with the Hammer? I notice that AMD's CPU sales seem to have plummeted more over the quarter than Intel's did, proportionally. They don't have many big OEMs (HP/CPQ, which is being killed by Dell) to ship to, and really rely on white box and enthusiast buyers. Did they pump Hammer too hard and kill demand for shipping CPUs, esp. as T-bred kept slipping, and finally intro'd with surprisingly little headroom for a .13-um-process part? I suspect that's why we keep hearing mixed messages about Hammer-- it's early, it's late: it's going to ship above 2Ghz or at 800MHz, etc. It's like AMD decides to keep building the Hammer buzz one day, and then gets a sales forecast and says, "OMG, we need to pump the Athlons because that's all were going to be building in any numbers until 2003!"