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: Charles Gryba who wrote (85581)	7/23/2002 9:09:02 AM
From: Joe NYC	Respond to of 275872

Charles, Re: storing the Tbreds AMD needs to switch the production to .13u SOI to be profitable, and having sufficient Tbreds in inventory would allow them to do it early, while maintaining the ability to sell existing chips without disruption. The problem with this theory is that it would be risky to switch a big percentage of production to Hammer before at least small quantities of the CPU have been on the market for some period of time, to reduce the risk of a showstopper bug. For this reason, I would like to see a "pilot" release of Hammer earlier that the planned end of Q4. Joe