Wednesday, May 07, 2003 5:37:43 PM
KeithDust2000, thanks for the additional Win64 references. I am not optimistic - six months ahead, schedules rarely get pulled in and often get slipped out.
I have more confidence about the Athlon64 release. For computers purchased in December you need the processors released in October and shipping in quantity in November. Since AMD is aiming at a September release, a last minute problem that slips the schedule 4 weeks is very tolerable.
Now, Microsoft is saying that 64-bit SP1 should be here this year. It needs to be distributed to the system builders by mid-November. It takes a week for them to make master copies of the installation for sector copying onto the new machines. Then they can be available for shipments in the last week of November for holiday sales. "End of year" misses this window.
What happens then? Ship the machines with 32-bit Windows and enclose a coupon for 64-bit?
The enthusiast market will purchase Athlon64 machines and put Linux or Windows64 (or both, dual booted) on it themselves. Not a problem for this market. However, it is a big problem for the buyers who want to purchase a 64-bit machine for their children to have bragging rights on Christmas morning.
Really, there are three markets for Hammer this year: Enthusiasts, servers and game machines. Servers need to be qualified in test labs, the sales won't be big here until 2004. There are a limited number of enthusiasts. The big market for 2003 is games, if Windows arrives in time.
It will make a huge difference for Q4!
I have more confidence about the Athlon64 release. For computers purchased in December you need the processors released in October and shipping in quantity in November. Since AMD is aiming at a September release, a last minute problem that slips the schedule 4 weeks is very tolerable.
Now, Microsoft is saying that 64-bit SP1 should be here this year. It needs to be distributed to the system builders by mid-November. It takes a week for them to make master copies of the installation for sector copying onto the new machines. Then they can be available for shipments in the last week of November for holiday sales. "End of year" misses this window.
What happens then? Ship the machines with 32-bit Windows and enclose a coupon for 64-bit?
The enthusiast market will purchase Athlon64 machines and put Linux or Windows64 (or both, dual booted) on it themselves. Not a problem for this market. However, it is a big problem for the buyers who want to purchase a 64-bit machine for their children to have bragging rights on Christmas morning.
Really, there are three markets for Hammer this year: Enthusiasts, servers and game machines. Servers need to be qualified in test labs, the sales won't be big here until 2004. There are a limited number of enthusiasts. The big market for 2003 is games, if Windows arrives in time.
It will make a huge difference for Q4!
Recent AMD News
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/15/2026 08:14:05 PM
- AMD to Report Fiscal First Quarter 2026 Financial Results • GlobeNewswire Inc. • 04/08/2026 08:15:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/08/2026 08:12:07 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/06/2026 08:14:57 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 03/27/2026 08:18:49 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 03/27/2026 08:16:34 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 03/27/2026 08:14:59 PM
- Intel shares rise after report of planned CPU price increases • IH Market News • 03/25/2026 03:24:25 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/18/2026 08:16:11 PM
- Advances in Domestic Heavy Rare Earth Minerals Production Essential for North American Defense Stockpiles • GlobeNewswire Inc. • 03/18/2026 01:00:00 PM
- Advances in Domestic Heavy Rare Earth Minerals Production Essential for North American Defense Stockpiles • InvestorsHub NewsWire • 03/18/2026 01:00:00 PM
- China Controls the Metal Underlying America's Trillion-Dollar Tech Economy - OilPrice.com Market Commentary • PR Newswire (US) • 03/17/2026 12:00:00 PM
- China Controls the Metal Underlying America's Trillion-Dollar Tech Economy - OilPrice.com Market Commentary • PR Newswire (Canada) • 03/17/2026 12:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/16/2026 08:48:06 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/13/2026 08:07:18 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/12/2026 08:23:15 PM
- The Drone Revolution's Dependence on Chinese Rare Earth Processing - OilPrice.com Market Commentary • PR Newswire (Canada) • 03/11/2026 02:45:00 PM
- The Drone Revolution's Dependence on Chinese Rare Earth Processing - OilPrice.com Market Commentary • PR Newswire (US) • 03/11/2026 02:45:00 PM
- Adeia shares gain after signing semiconductor licensing deal with AMD • IH Market News • 03/09/2026 03:42:24 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/06/2026 09:13:28 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/04/2026 09:27:23 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/03/2026 09:15:06 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/03/2026 09:13:03 PM
- AMD unveils Ryzen AI 400 processors at MWC 2026, expanding push into AI-powered PCs • IH Market News • 03/02/2026 03:15:12 PM
