Re: Once Willamete is released, or close, perhaps they should reveal some more "futures".
RDM,
We can't wait, we need a demo at 1.5 Ghz, NOW.
Look at the circumstances surrounding June 5th. As the Register reported, European reporters will be descending on Dresdan in droves. AMD is not having them over to just say "hey, look at these 1 Ghz chips, they're copper!!!" AMD has to prove a point that Dresdan and copper are worth the money. A simple introduction of chips in the 700-1000 Mhz range is not going to get the job done. Willamette is a HUGE cloud over AMD right now. We need to show that we're going to be competitive in the future. The longer AMD waits to demo a 1.5 Ghz chip, the faster investors are going to get scared and dump AMD stock.
Another thing I'd like to point out is how confident Jerry has been in public. Listen to the Q1 conference call again. He states AMD doesn't plan to lose the speed war any time soon. He talks about having 1.5 Ghz by the end of the year at the same time Willamette is released. You can tell (at least I could) by Jerry's confidence that AMD has some tricks up their sleeve. I think at the Q1 CC Jerry already knew that 1.5 Ghz parts were binning. The way AMD has been so cautious lately makes me believe that if Jerry says 1.5 Ghz is no problem, it's no problem.
It's time to pop this Willamette bubble.
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
I agree, there's no point in one-upping Intel and demoing a 1.7 or 1.8 Ghz chip. Matching them will be enough. Then when Willy is ready for release, hit them with a higher speed demo.
chic
PS- Don't think I'm crazy for suggesting AMD has a 1.7 or 1.8 Ghz chip. If Dresdan is ready for volume production and release of chips, they've come across at least one "freak" processor they could demo, a la Intel style. |
