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Politics : Formerly About Advanced Micro Devices
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To: THE WATSONYOUTH who wrote (82569)12/10/1999 12:11:00 AM
From: Charles R  Read Replies (2) of 1572377
 
<Intel will demo a 1GHz IA-32 room temp processor at ISSCC in Feb. This is no rumor.>

So how long do companies take to deliver processors that are demonstrated at ISSCC? What is Intel's track record on that issue.

<I have yet to see proof of 1GHz Athlons - little alone 1.4GHz.>

AMD's CEO was on CNBC saying they will beat Intel to 1GHz. That is not a rumor either. What that means to different people is a different story.

<If it is generally believed that Willamette could be ready by Oct 2000, what is AMD waiting for?>

Wilamette? At launch I do not think there is more than 50-50 chance that Wilamette will lead in MHz - unless it is done on 0.13. Just my opinion.

<Why only 750MHz as the initial .18um release?>

Very simple. A larger jump would devalue other CPUs, including AMDs. I doubt an OEM would have risked ASP erosion on their entire product line by launching something substantially higher than 750MHz when that system forms may be 5% of their overall revenues. This situation, of course, will change as AMD builds volume.

<Why only a rumored speed bump to 800MHz?>

I think that should be "at least 800MHz". Keep in mind that, of late, AMD has learned to set low expectations.

<If the consumer will not buy 800MHz processors now, why will they buy 1.2GHz processors 4 months from now???>

I haven't heard anyone say consumers will not buy a 800MHz processors now and neither have I heard anyone say that 1.2 GHz systems will be bought by consumers 4 months from now. Is it possible that the higher frequencies will go to business workstation and server segments before they get to consumer systems? And, that could be AMD's competitive advantage to break-open that segment from Intel?

<But, maybe the real reason is that neither company can get much past 1GHz and this race will be a lot closer than previously thought.>

May be. But that ignores AMD downbinning 0.25micron 650MHz Athlons to 500/550MHz. It also ignores a lawsuit-shy CEO who is demonstrating Fab25 Al 900MHz at analysts meetings and trade shows and who is going around telling people that AMD will beat their competitor to 1G.

Chuck
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