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Politics : Formerly About Advanced Micro Devices

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To: Joe NYC who wrote (113678)6/1/2000 12:14:00 PM
From: RDM  Read Replies (3) of 1573213
 
There are many times that you can demo a chip when you cannot ship it. Perhaps this is the current situation with the 1.5 GHz T-bird.

Cooling problems may exist that shorten the expected lifetime of the chip, for example. Redesign of production packaging to help the cooling may take time. I do not know anything specifically about this chip but I believe that if AMD could ship 1,000 chips a week of reliable super speed parts they would. After all at $1000 premium per chip this would add $13M profit per quarter.

However, reliability is the key concern.

If they cannot ship parts then they should judge the PR necessity of a public demo. If things are going well in the market, and you are shipping all you realistically build, you should hold some good news in reserve. Private demos to top-tier customers may always be arranged. Experimental parts, even with heat problems, may sampled to key customers as well.

The market rewards mostly highly consistent performance. The normal forward/backward chaos of product development is best hidden from customers and investors.

I would rather they bank their "public demos" at this time since I believe we are on track for $200 by the end of the year and I do not believe it will get there any faster with just a demo. Once Willamete is released, or close, perhaps they should reveal some more "futures".
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