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Politics : Formerly About Advanced Micro Devices
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To: Dan3 who wrote (115659)6/12/2000 9:34:00 PM
From: chic_hearne  Read Replies (1) of 1576898
 
Re: The impression I'm getting is that even Austin yields are better with Thunderbird

Dan,

I don't know any reason why you would say this.

For one, IBM has stated better yields on copper, so I tend to believe AMD also.

If you remember, it was 3 months ago that AMD called Intel's bluff and released 1 Ghz. These first wafers we are seeing from Dresden were started before the 1 Ghz release. I think it's safe to say that AMD wasn't ready to release 1 Ghz in March. All of us thought they were stockpiling parts and we would hit 10 sellers on pricewatch very quickly. All of us were wrong (Goutama's contest). I think AMD has exploited the potential of the Athlon faster than intended. Since wafer start to processor is a long 3 months, AMD has simply got ahead of itself. The processors coming out of Dresden were probably intended to debut at 1 Ghz being the fastest processor in the world while Austin and Intel would be on about 850 Mhz. Intel bluffed AMD and they had to react. Since it's 3 months to new product, it takes time to react. I have confidence that current wafer starts at Dresden are intended to bin higher than 1 Ghz. Time will tell us if AMD is able to increase speed grades over the next few months.

chic
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