Replies to post #1189 on Advanced Micro Devices Inc (AMD)

[edgarcayce]

Mr Phud-Are you enjoying the AMD rally to date? Looks
like it will be interesting from here on with the Opteron and then the Ath 64 coming later this year. R U still in?
e

[Elmer Phud]

sgolds -

Elmer, evidence: The official release date of Opteron is April 22. Now, you know the lead times in production. Thus, in order for there to be demonstratable product in systems (by Newisys, for instance) on April 22 then there has to be manufactured product well before now

Ok, so you have no evidence of production material in the hands of oems, only AMD's promise of a release data which may be vapor. Others here have pointed to Athlon64s September release data and insist that "release" means that's the day AMD starts shipping production material but you say "release" for Opteron means they have been shipping production well before release date. I wish you guys could get it straight.

but to expect an announcement with this buildup but no product - that sort of expectation would be incredulous.

A release without material would be normal for AMD, not an exception. They are the Kings of Vapor and I don't expect Opteron to be any different. I'm truly amazed that you believe AMD's promises at this point.

EP

[yourbankruptcy]

sgolds, do I recall correctly that the original plan was to sell 10,000 Opterons in April? Ups, that will immediately outsell last year's Itanium number...



To Ephud: last product launch was Barton. Few chips appeared right away and in volume next monday after. Why do you claim that this year both Opteron and Athlon 64 launches will be paper? So far AMD has pretty good paper/non paper ratio. Probably same as Intel.