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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Cirruslvr who wrote (66804)	7/28/1999 3:52:00 PM
From: Wally Mastroly	Respond to of 1578238

Key testing results for AMD's Athlon due soon - from News.com: news.com

To: Cirruslvr who wrote (66804)	7/28/1999 4:10:00 PM
From: Burt Masnick	Read Replies (1) \| Respond to of 1578238

Product/process intros often slip in high tech industry. The initial projected date is an estimate - often an optimistic one. There are good reasons to set a date. Focusses action & sets goal. Allows budgets to be set. More often then not, the goal date slips as reality trumps hope. Sometimes marketing pushes for an aggressive date. Sometimes technologists get overoptimistic. Sometimes management pounds a table. It happens to AMD. It happens to Intel. It happens to everyone. Everyone. It isn't good. It isn't helpful. But it is Real Life 101. If it happens too often and it's too large, bad things happen. If it's too late it's irrelevant and maybe less/un profitable. A pissing contest over who is later is silly. What matters in semiconductors is yield, volume, margins Not necessarily in that order. AMD K7 systems will appear. The real question now for AMD will be yield, volume, margins. Bin splits will be important too. The really big question this fall will be Dresden. Being late there will REALLY hurt. Max Pain. Expense without income. On time, it's a horserace. Late, it's gonna be agony. Product/process intros often slip in high tech industry.