SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: tejek who wrote (113717)6/1/2000 5:45:00 PM
From: Charles R  Read Replies (1) of 1573850
 
Ted,

<My point is that if the rumors are true that T-birds are yielding at 1.5 G, then AMD has the opportunity to make a quantum leap vis-a-vis Intel and to capture a sizeable hunk of market share.>

My point is the 1.5G is a while away and if it is available today, there is not much AMD could do by jumping to that frequency. The operation risk goes up and the ASP do not go up.

Some final thoughts: Currently, the limitation on AMD seems to be infrastructure and the consequent lack of penetration into the business side. No amount of MHz lead is likely to fix those problems. A gradual ramp is best for this and many other reasons.

Chuck

P.S.: Too many posts on this topic. I will try not to post anymore on this subject unless something really compelling shows up.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News