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: wanna_bmw who wrote (85758)	7/25/2002 1:01:46 AM
From: Monica Detwiler	Read Replies (2) \| Respond to of 275872

wbmw: Assuming the article in question about AMD's Hammer was correct, it would appear that AMD is trying to reset the expectations for Hammer performance to a lower level. A 20 to 25% performance increase for a 2 GHz Hammer (over a 2200+ Athlon) seems way below the AMD fan boy expectations. A further problem with the over active AMD Hammer Hype Engine (thanks for calling my attention to this) is that AMD will most likely be starting a double-Osbourne effect. AMD's second quarter steep drop off in Athlon/Duron sales may be due in part to the AMD fan boys salivating over the upcoming Hammer and delaying their Athlon upgrades. AMD's prognostication on third quarter sales seems to indicate a growing trend here for lower CPU sales. When the Hammer does arrive next year, the lower than expected performance may cause the AMD fan boy base to go into shock and delay purchase of the Hammer at that time - and perhaps wait for the next generation Hammer on 90 nM technology that AMD so often hypes. This would then be the second Osbourne effect, resulting in not only diminished Athlon sales but diminished Hammer sales early next year as well. It would be interesting to know if AMD's Hammer problems are design related or process/manufacturing related. Any idea? Monica

To: wanna_bmw who wrote (85758)	7/25/2002 12:21:27 PM
From: h0db	Respond to of 275872

I think the big drop off for AMD in Q2 was white-box OEMs, aka, "Mom&Pop" or screwdriver shops. One near me was all AMD 9 months ago. Now the owner tells me that their standard enterprise box (which is mostly what they sell) is 100% Intel, and most of that is the "crippled" Willy-cored Celeron using SDRAM. The purchasing types care more about cost, stability, MHz, and total DRAM installed than "performance," particularly 3D performance. How fast do you need MSword and Excel to be? I think a lot of people on this board might find it interesting to visit their local Mom&Pop and see what they are offering, and ask someone knowledgeable there what they sell the most of. I know they aren't BestBuy or Dell, but the little guys have been gaining market share in the past two years while everyone buy Dell has been losing it.