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Politics : Formerly About Advanced Micro Devices
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To: Paul Engel who wrote (99705)3/24/2000 9:05:00 AM
From: Dan3  Read Replies (2) of 1571427
 
Re: What you are saying seems to be in DIRECT CONFLICT with AMD's prior guidance...

Guidance was changed, as best as I can recall, at the time of 1GHZ announcement (can someone verify this?).

Previously, AMD intended to share the Dresden FAB, and use Austin for K6 variations and flash. Developments since then, primarily Intel's failure to ramp beyond 800MHZ, have let to unanticipated demand for AMD processors.

Now AMD will use all of Dresden for high end Athlon variations. The Athlon core on Aluminum has proven to perform unexpectedly well - it is scaling about 150MHZ higher than initially projected (as nearly as I can tell from public guidance) so Austin core Athlon variations will be used instead of K6 variations. The Austin entry level chips will have on chip L2 and should perform as well as or better than equivalent clock Coppermine PIIIs.

This means that AMD's low end chips will match up evenly with Intel's high end chips. Intel will be without any parts to compete with AMD's high end chips until Willamette comes out. Because of this situation (which I don't think even AMD was expecting) it will be necessary for AMD to approximately double its output of CPUs in Q3 and Q4 relative to what was planned 6 months ago.

Dan
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