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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (87319)1/14/2000 9:28:00 PM
From: Cirruslvr  Read Replies (2) of 1573920
 
Kash - RE: "Frankly I would feel much better if they started simply running k6-2+ in dresden or current Athlon designs."

But AMD can't if they want to compete.

The current Athlon is gonig to run out of steam soon because of the slower, off chip cache. Thunderbird/Spitfire are needed if AMD wants performance along with MHz.

Making the K6-2+ in Dresden wouldn't be a good idea either because that will have a short life span because Spitfire will soon come along. Also, why waste copper on the K6-2+ when it will probably benefit the made for MHz Athlon even more?

I remember hearing in either the analyst conference or the Q3 CC that AMD said they would start getting revenue from Dresden in Q2. That means Thunderbird and Spitfire will come out in Q2. Ace's thinks Thunderbird will come out in late April at the earliest.

By starting with Thunderbird and Spitfire in Dresden, AMD IS taking a risk because they are giving on-chip cache another chance on a new, but advanced, process. This is why I think Dresden needs to be achieved before the majority of analysts will start looking at AMD in a new light.

Remember that analyst report Petz posted part of yesterday? That analysts said he was happy, or pleased with Dresden. So hopefully things are going well.

Dresden needs to be discussed during the CC, but I doubt AMD will specificaly say when in Q2 they will start to get revenue from it or how many processors they expect. AMD was sued for making claims it couldn't make. If they aren't 100% sure they won't guarantee anything. This is probably why AMD stuck to officially saying 1M Athlons totalin all of 1999. This may be why they didn't pre-announce again.
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