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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (114434)	6/5/2000 5:38:00 PM
From: Joe NYC	Read Replies (1) of 1572729

Elmer, Bigger die and no significant performance improvement or frequency jump I frequency jumps will come when they are needed. The lower voltage and lower power consumption suggest there is room for them in the new iteration of the core. One thing I didn't find in the reviews was the distinction between Dresden and Austin chips in terms of voltages and power consumption. I think the current market conditions are ideal for AMD. Intel created demand for high MHz product with paper launches, and AMD is very happy to supply the chips. You still can't buy a 1 GHz Piii. Maybe AMd just doesn't want to wake up the sleeping giant. If AMD released faster parts, Intel would feel obligated to respond with Willamette and release it early. Early Willamette release would upset the equation, even if no parts were ready for sale. It would make marketing side a little more complicated. Right now, it is very simple for AMD. AMD is able to produce the most desirable 1 GHz parts with ease, even with the old core. All we need is some business SKUs to be able to translate the flood of German Panzers (I mean Athlons) into gold. Joe

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