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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (104815)4/13/2000 12:34:00 AM
From: vince doran  Read Replies (1) of 1576883
 
Chuck:

<One of the cool things about Athlon roadmap was Jerry talking about 1.5G by Jan>

A MAJOR point, and although he referred to the roadmap as if it was common knowledge, I don't think I have seen that claim before. Wonder if the analysts understood the implication.

T-Birds from Austin! This was the first mention of that, and left me wondering about ETAs. Jerry said shipments from DRESDEN in June, but what about from fab 25? I think it is pretty obvious that demand growth for current Athlon tapered off, and we all know the cure for that is T-Bird/S-Fire. Maybe we'll see the Cumine-killers in April after all.

Vince
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