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

To: h0db who wrote (83290)	6/23/2002 12:54:42 AM
From: Elmer	Read Replies (1) \| Respond to of 275872

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? Things just don't work out the way AMD promises. Promises broken. It happens over and over. Who but a fool would expect Hammer to be everything AMD promises? I think McMannis has it pegged. MHz sells and AMD can't field a competitive product. Intel can easily keep a comfortable distance between themselves and AMD and AMD is now relegated to the value market. They have no competitive product for the remainder of the year and their ASPs will continue to plummet. Hammer is their only salvation and I think that has been over hyped. Ask yourself this, what choice does AMD have now but to hype hammer? If hammer is going to be a disappointment would AMD tell us now? Wouldn't they continue to hype it for all it's worth? What else can they do? EP