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

To: Jim McMannis who wrote (88057)	9/12/2002 11:50:03 PM
From: milo_morai	Read Replies (1) \| Respond to of 275872

Jim I'm a hard core gamer and my 1.1Ghz duron(w/SSE) does just fine. Who needs a upgrade anymore. It's not like MSFT or games are pushing the limits of machines anymore and corporate needs are even less demanding for 90% of the machines out there. Intel is screwing itself by constantly releasing speed grades hoping someone will buy it in the worst downturn in decades. Intel should just hold it's cards to it's chest, but they are so afraid of AMD they are pissing blood. M.

To: Jim McMannis who wrote (88057)	9/12/2002 11:59:05 PM
From: heatsinker2	Respond to of 275872

Jimbo- Hard for me to put a positive spin in it. Agreed. Apparently they made some Hammers in August and they didn't work very well. So another iteration is required and another quarter of delay. As far as Barton goes, it's probably the combined effects of lack of demand and plenty of room in Dresden to make Tbreds. Why spin up a new factory in Asia if you have plenty of capacity at Dresden?

To: Jim McMannis who wrote (88057)	9/13/2002 12:19:20 AM
From: Dan3	Respond to of 275872

Re: Hard for me to put a positive spin in it The Thoroughbreds are looking far better than they did a month ago - if we weren't expecting Hammer so soon, this would have been the news we were focusing on. It may be that what happened was that when Intel accelerated their roadmap, it forced AMD to put resources into accelerating Thoroughbred/Barton. AMD just couldn't do both at once, and AMD couldn't afford to let the Socket A platform wither, since it's their only current hit product, and so they had to delay the production ramp of Hammer. Trying to do it all, all at once, could very well have left them with nothing. A decision had to be made, and Ruiz made it.