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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (116161)	6/18/2000 4:31:00 AM
From: Eric K.	Read Replies (5) of 1574462

Scumbria-- AMD's Copper AthWiper from Dregsden shows no clock speed advantage over their Aluminum AthWiper from Austin What do you base this statement on? For a company that has a reputation of not delivering high speed parts in volume to release a new product and then keep two weeks of inventory, while repeatedly stating that it has plenty of product available obviously implies a problem with demand, rather than a conscientious and deliberate effort to make it clear to the market that past problems with volume yielding are gone. Given this lack of demand and the excess of 1 GHz parts being sold (after all, a 1 GHz part sold in Wal-Mart is worth less money to AMD than a 1 GHz part sold through Gateway's Select Small Business Line and clearly indicates an excess of supply), it is obvious that AMD's not launching the Thunderbird at > 1 GHz indicates that Dresden has not improved binsplits, and certainly does not imply that that AMD wants to avoid creating demand that it cannot meet by migrating binsplits to a point so much higher than its competitor that overall product demand exceeds its capacity. -Eric

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