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Politics : Formerly About Advanced Micro Devices

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To: SteveC who wrote (96518)3/4/2000 11:52:00 AM
From: Charles R  Read Replies (3) of 1571929
 
Steve,

<Did you notice from AMD's web site:
"Question:
How did AMD reach 1GHz so much earlier than your projected introduction date?
Answer:
AMD?s process and manufacturing abilities, coupled with the AMD Athlon? processor's
advanced seventh-generation architecture has enabled AMD to reach this significant
industry milestone, and successfully enable a leading manufacturer to bring 1GHz AMD
Athlon systems to the marketplace in March."

I wonder if this manufacturer will be Gateway and will the manufacturer have a restricted or largely unlimited supply of 1GHz chips? >

I do not believe there will be any "limited editions" on 1G Athlons. The issue will have more to do with who can bring the products to market fast. Compaq probably gets a little bit of lead time in the sampling stage over Gateway but Gateway tends to move much faster than Compaq. So, I suspect it is going to be Compaq and Gateway at the beginning and rapidly expanding to other OEMs in a month (by the time of the original expected 1G launch date).

Chuck

P.S.: I think these rapid moves are going to do some damage to pricing curves and consumer adoption at the high end. People are going to think twice before they plunk money into the top end when they start realizing how fast the MHz story is changing. Retailers will probably refuse to stock much of high-end product without price protections from OEMs. I am enjoying watching the show from the sidelines.
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