Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Process Boy who wrote (71087)	9/5/1999 8:41:00 AM
From: Bill Jackson	Read Replies (1) of 1575820

PB, The question is whether or not to sell everything faster than 650 as a 650 or keep them in reserve until they have moved the speed curve upwards to the point where it will support a commercial release? If there are a meager few faster than 650 I suspect they will throw them into the 650 bin. If there are enough and the ratio of peak is climbing I suspect they will do what Intel does....hold them for a release time while mobo makers gear up. It looks like the Via chips etc will be here in October and I expect Via will have allowed for the faster potential of the AThlon so they will not be a limiting factor. This means that faster AThlons will be available in volume in October? Just a guess. Selling 100,000(an arbitrary number) faster chips as 650 chips would sweeten this quarter...but not as much as they would as 700-800+ chips in the final quarter. I think they will be kept as a sandbag reserve...after all this is the only time AMD has veer been in such a position and I do not think they will waste it. What will intel do? Sandbag in return I suspect. They will try to leap over AMD to faster ground with a set of closely spaced releases....quite aggravating for top tier makers. Bill

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