Replies to post #1795 on Intel Corp (INTC)

[Elmer Phud]

wbmw -

Elmer, I think that AMD said something along the lines of "Hammer will not have a presence on the desktop until the second half".

I listened to the CC and posted this quote a couple of days ago.

"I confirm that at about 51 minutes into the CC AMD said Clawhammer wouldn't be a volume player until sometime in 2H'03. AT ~55 minutes the said it wouldn't be a significant product offering until '04."

EP

[fingolfen]

Given AMD's previous paper launches, I wouldn't doubt it if this is the plan. They know that they need Hammer to compete for mind share, but in terms of revenue, it will be a long time in coming. And that's assuming they don't run into additional problems along the way.

I saw these numbers yesterady... I was more than a little skeptical because it would result in AMD having 27% MSS by the end of Q4, and given that they're currently at 15%-ish, that seems like a long hard road to me. Quite frankly the numbers seemed more like "optimistic best-case scenarios", a la a certain poster on the SI thread, than true projections...