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

To: tejek who wrote (88172)	9/16/2002 1:25:09 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"I question how much revenue will be lost on the Clawhammer delay." Hard to quantify. The biggest cost of the delay is image and with respect to Yamhill, if and when Intel ships it. If AMD is using this delay to spiff up the specs and have a larger volume launch, then the image damage will be limited. If the delay results in a limited volume launch with a 2.4GHz or so processor like was planned for Q4, it's gonna hurt. In addition, if Prescott has Yamhill technology and launches in Q203 or Q303, it's gonna hurt too...