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

To: dhellman who wrote (87934)	9/9/2002 11:12:44 AM
From: maui_dude	Read Replies (3) \| Respond to of 275872

Re : " 64-bit K8 processors are not likely to replace 32-bit K7 processors in the market mainstream before the third quarter of 2003." Not good for AMD. I wonder if there would be performance improvement (over 3400+) by the time it hits the market in Q3, '03. Prescott (if it does by then) may come out performing much better than a 3400+ hammer. BTW : 8:17AM Advanced Micro cut to Underperform at Gerard Klauer; target $7 (AMD) 8.04: Gerard Klauer Mattison downgrades to UNDERPERFORM from Neutral and establishes a 12-month target of $7 (based on 0.9x estimated 2003 book value of $8.07 per share). ----------------------------------- Isn't AMDs book value about ~10 ? Maui.

To: dhellman who wrote (87934)	9/9/2002 11:27:08 AM
From: heatsinker2	Respond to of 275872

Dave- 64-bit K8 processors are not likely to replace 32-bit K7 processors in the market mainstream before the third quarter of 2003 I don't there is anything shocking about this statement. If mainstream means more than 50% of the desktop market, it will take a while. But if 30% of the market is Hammer in Q2 03, there will already be significant impact on ASP's.

To: dhellman who wrote (87934)	9/9/2002 4:30:29 PM
From: ptanner	Read Replies (1) \| Respond to of 275872

d, re: "VIA, the biggest AMD chipset supplier, said that the 64-bit K8 processors are not likely to replace 32-bit K7 processors in the market mainstream before the third quarter of 2003." This is earliest I have seen a K8/K7 cross-over. AMD's 2001 annual report noted end of 2004 and then a later CC noted end of 2003. Of course, this is from Via which must be wondering about its own chipset cross-over from SiS... This would be a much more rapid transition than the K7/K6 transition. -PT