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To: Jim McMannis who wrote (88162)	9/16/2002 12:41:12 PM
From: combjelly	Respond to of 275872

"so what will you think when we see a 1.5 quarter slip then a 2 quarter slip? " Not much different. To go from partially depleted to fully depleted SOI will be more like an 18 month slip. As would going to bulk silicon, assuming they haven't already started on it. To ship in any quantity by the end of Q103, except for maybe "pilot" production, they will have to start the wafers in the next month or so.

To: Jim McMannis who wrote (88162)	9/16/2002 12:45:07 PM
From: Petz	Respond to of 275872

Jim, I've come to the conclusion that the delay in Hammer is an ill-advised marketing decision based on the non-availability of 64-bit Windows. But the new advertising campaign has me mystified -- CNet says it will specifically tout the Athlon 64-bit and Opteron processors as a superior way of getting to 64 bits: The campaign will tout, among other things, AMD's approach to building 64-bit processors, which can increase computing performance by boosting a computer's memory capacity over that of a 32-bit chip like an Athlon or a Pentium. Companies such as IBM, Intel and Sun Microsystems offer dedicated 64-bit chips for their high-end server gear. zdnet.com.com I'm greatly relieved to find out that this campaign is not really an "image" campaign, but a product-oriented message. Petz