Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: dougSF30 who wrote (198069)	5/19/2006 10:32:24 PM
From: pgerassi	Read Replies (1) \| Respond to of 275872

Doug: Samples aren't available to all customers and do not reflect final shipping product. They are qualifying final product, not some intermediate step. Software makers and OEM systems designers need the samples to have equipment and software available at launch. They don't need final product to get close to shippable. They do need final product a few weeks before launch just to make sure though. So does production (fab). And if customers won't buy but a token amount for testing, having them in OEM systems at launch doesn't help except for making the qualification date shorter. Its one year from first usable silicon to launch and one more year from launch to qualified for volume purchasers by customers generally IT. There were Opteron samples for more than a year before launch. Yet, it still took a year before large volumes were purchased. But given the marketshare of AMD at the time, those purchases for qualification were much larger wrt revenue than similar ones with Intel. Illegal tactics and dirty deeds by Intel, made this longer for AMD than typical. But since it happened anyway, it just goes to show how much more superior AMD stuff was at the time. Much more than a mere 20%. More like 100%. They had to change the benchmarks to reduce it down by a bunch. And NGA is nowhere near that much better. Pete