Advanced Micro Devices Inc (AMD)

[blauboad]

Elmer-- Barton's problem

Then present a case and we can debate whether or not it is plausable.

A couple things suggest good Barton yields/splits.

Management has said as much in the conference calls.

The chips are extremely overclockable to the extent that all grades below 3000+ appeared to have been downbinned for demand reasons. The fastest chips are also good overclockers, which suggests that there is alot of headroom in the process.

AMD is about to release the AMD64, and I expect that they will want it to have a clear performance advantage over the fastest Bartons. That gives them a reason not to push Barton as far as it will go, since in September it will become a budget chip and its premiums evaporate. It would be a difficult marketing position to have your A64 3600+ priced several times higher from a concurrently selling Barton 3600+ that, based on the QS rating, should perform identically well. So, they may lose a few high-end Barton sales in the meantime, but AMD is betting the company on Hammer already anyway. What's a few more chips in the pot? Like I've said, if Barton does get released in a higher grade/s, that indicates very good things for A64.

No reported shortages or acquisition difficulties for Barton.

I have more confidence in my bias than yours

I couldn't agree more :)