Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (109341)	5/4/2000 3:21:00 PM
From: Pravin Kamdar	Read Replies (4) of 1578927

Jim, The Thunderbird/KX133 issue proves that AMD is not perfect. This is really the only bad news that we have had in a great while. It is bad for the PC enthusiasts that would have wanted to drop slot A Thunderbirds into their KX133 boards, but I think it may be even worse for all the mother board makers that will be stuck with unsold KX133 based inventory when the classic Athlon supply dries up. And, it is still worse for AMD. They were already capacity constrained at Fab 25. Now, in order to sell Thunderbird, they will have to shift processor capacity to make more Irongates. I'm not sure how they will do this when they were already sold out for the quarter. I do not understand how VIA did not have one of the Thunderbird samples to test the KX133 before it was released. AMD had Thunderbird samples at the beginning of the year. This should not have happened, but it is not disastrous. We need the KZ133 ASAP, so AMD can concentrate on producing high margin processors. ($91 now!) Pravin.

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