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To: h0db who wrote (88381)	9/20/2002 9:07:55 PM
From: Harvey Allen	Read Replies (2) \| Respond to of 275872

>My only other worry is that this jump to 166/333MHz fsb is not the snap AMD now maintains it will be The XP 1600+'s being sold now in the $50. range all are 166MHz bus parts. They do very well 10.5 X 166Mhz = 1750MHz most at default voltage. The AGOIA's of week 13 2002 are especially good running 10.5 X 174MHz and up. It is as if AMD decided to mark their entire output XP 1600+. The VIA KT266A does very well at 166MHz and up fsb and the KT333 is even better. Running well at 200-214MHz fsb. IMHO the 166MHz fsb has great support. Harvey

To: h0db who wrote (88381)	9/23/2002 12:02:45 AM
From: Petz	Read Replies (1) \| Respond to of 275872

<If they are now saying Q2/03 for Clawhammer, then we should see volume shipments and sales revenues in June 03> The email from investor relations was quite specific: It [AMD Athlon processor based on Hammer technology] is planned to ship for revenue in 1Q03.* We expect system availability in late Q103 or early Q203.* Petz

To: h0db who wrote (88381)	9/23/2002 12:12:03 AM
From: Petz	Respond to of 275872

<I also think that Barton is almost entirely an enthusiasts chip; larger OEMs will wait for ClawHammer and continue to sell Athlon XP (T-breds) in their value/budget lines> Well, first, you are forgetting the notebook market, which will very much welcome the Barton. Second, having an enthusiast chip can raise ASPs across the board if it changes enthusiast's perceptions of AMD vs. Intel. For example, Intel benchmarks are always given using i850 with PC1066, a combination with is nearly non-existent in OEM systems. As a fallback, they show i845 with PC2700. Neither of these combinations is validated by Intel or used in major-OEM systems. Petz