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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.66-0.1%2:59 PM EST
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To: wanna_bmw who wrote (83298)6/23/2002 1:13:33 PM
From: Dan3Read Replies (1) of 275872
 
Re: The AMDroids seem convinced that AMD is sandbagging. They think that AMD will clock it at 800MHz to "throw Intel off", and that Intel would just "fall for it". Just what kind of "chumps" do they take Intel management for?

This is precisely what they did with the original Athlon. The chips distributed to OEM partners ran slowly and had particularly poor floating point.

I personally don't think a similar "fool Intel" effort is going on here. AMD has made it quite clear that Hammer is planned to be released at speeds up to and including 2ghz - AMD was not making any similar public claims for Athlon performance prior to its release. But AMD was leaking low expectations widely. In fact, Intel marketing slides from just before Athlon began ramping compared PIII to Athlon with Athlon's speed limited to (IIRC 667mhz) - at an expected low IPC.

As I said, I don't think AMD is playing the same game, this time around. But the fact remains that AMD heavily sandbagged the performance of their last major core release. The notion that they would handle the hammer core release the same way they handled their last core releases isn't something to be scoffed at. In fact, the question might more aptly be put as "why do you expect them do things any differently from last time?"

- I can propose one answer: The sandbagging of the Athlon core release was so successful that it not only fooled Intel, it also fooled AMD's OEM launch partners into not building infrastructure for it, greatly slowing Athlon's ramp. Clearly, AMD is not going to let that happen for this core release.

PS - Also keep in mind that, last time, Intel management fell for AMD's sandbagging hook, line, and sinker.
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