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

To: wanna_bmw who wrote (86154)7/31/2002 5:47:06 PM
From: Dan3Respond to of 275872
 
Re: Switching over to a new front side bus specification requires a serious change in infrastructure

You don't suppose AMD took a look at the already shipping 333mhz motherboards using already shipping chipsets from VIA and NVidia and said "OK let's go ahead and take credit for it".

You might note that this is one case where they're following an Intel precedent. VIA was shipping a 533mhz FSB chipset solution long before Intel had any official support for it.



To: wanna_bmw who wrote (86154)7/31/2002 6:39:55 PM
From: 5dave22Respond to of 275872
 
Beemer, those are all valid. But I don't know that they're any more valid than AMD needing to beef up revenues for the next few quarters - since Hammer has been delayed, and P4 is scaling better than AMD had first expected.

Just my opinion, and currently I do own INTC and not AMD.

Regards,

Dave



To: wanna_bmw who wrote (86154)7/31/2002 10:09:14 PM
From: h0dbRespond to of 275872
 
wbmw, nice post, even if the ostriches won't read it.



To: wanna_bmw who wrote (86154)7/31/2002 10:23:13 PM
From: Bill JacksonRead Replies (1) | Respond to of 275872
 
wbmw, Not at all, If Intel is going to have a long lived celeron, what better for AMD to have than a celeron killer.
The various iterations and improvements of the Athlon will serve to keep the celeron down in the mud.

bill


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