Andreas - RE: "With AMD falling back badly on the clock-speed curve and Palomino being delayed again and again (while even scaling worse than Thunderbird),"
Desktop Palomino reminds me of the DUD that was the K6-III (although I type this on a K6-III right now). K6-III was DELAYED, and while it was faster than the K6-2 at the same clock speed, it didn't have the MHz to compete with the PIII. Now desktop Palomino is supposed to come out in who knows now many more months, but when it come out Northwood will come out at the same time. And AMD will be left in Northwood's GHz dust. I had my hopes pinned on the K6-III when it came out, but it took me a few months to realize it was a true DUD compared to the competition. Even though P4 sucks with SDRAM, it will sell and sell well because the price will also go down quite a bit.
For those people that want to continue to hope at this moment, everything lies on Clawhammer on SOI. But even THAT has been DELAYED at least half a year. I woudln't be willing to place any bets on it right now, especially against .13 P4 which will be at about 3GHz one year from now.
"And with the current management I even doubt this date"
Since some on this thread have historically liked polls, someone should start a "How much longer until Hector Ruiz gets CANNED" poll. ;) Actually, I'm serious. Jerry is leaving April of next year and his job now should be to get rid of Hector and get someone else. ACtually, maybe he shouldn't choose the successor, he IS the one who chose Ruiz!
THere was an article on June 25 that said Hector said AMD can make $1.50 a share in 2001. Now, if things don't improve, they'll be happy go get $0.50 a share for the year. I really smell lawsuits here.
You mentioned next weeks CC and info. I would take what Jerry has to say about Palomino's scaling with a grain of salt if he says good things. In October 1998, Jerry said K6-2 was fine at 400MHz , but then shit hit the fan and binsplits tanked and AMD got hit with many lawsuits because Jerry misled investors. |
