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

To: Process Boy who wrote (70713)	9/2/1999 2:56:00 AM
From: Charles R	Read Replies (3) \| Respond to of 1575147

PB, <I wish Intel could pull in their schedule 3 more weeks, but I don't think that will happen. > You wish too much ;-) Seriously, I think Intel has done a great recovery if they do not slip at this point. That was a rather tight schedule. <Hell Charles, October is only a month away, and 650's are still as rare as my Brissle's Griffin dog.> Now, to be fair, you know the reason for this is not bin splits. Chuck

To: Process Boy who wrote (70713)	9/2/1999 3:16:00 AM
From: Mani1	Read Replies (1) \| Respond to of 1575147

PB re <<Hell Charles, October is only a month away, and 650's are still as rare as my Brissle's Griffin dog>> The real production volume of K7 has not hit the street yet. That will happen in late September. At that time there will be plenty of 650 and probably 700. You argument of expected lack of 700 due to the current lack of 650 based on bin splits does not hold water. Bin split is good, the total volume is low. Mani

To: Process Boy who wrote (70713)	9/2/1999 9:08:00 AM
From: Rick Jones	Read Replies (1) \| Respond to of 1575147

re:650's are still as rare as my Brissle's Griffin dog. Charles - <The shocking part to us was not necessarily the mention of October itself, but the verification by multiple individuals that the actual ship date resides in "early" October. "> I have heard this also. I expect a smattering of 700's in early October, just like there are a smattering of 650's now. What I am saying is the same old thing. AMD's product "releases" are not an Intel release, such as there will be in late October when multiple Tier One OEM's will have the Intel 7xx, the channel will be filling, and disti's will have the things for sale. I cede early October to AMD with a very low volume 700 with IBM/CPQ announcing, and possibly being able to buy one in retail outside the U.S. I wish Intel could pull in their schedule 3 more weeks, but I don't think that will happen. Hell Charles, October is only a month away, and 650's are still as rare as my Brissle's Griffin dog. PB Hell PB, 500's are still as rare as flying pigs. Rick

To: Process Boy who wrote (70713)	9/2/1999 1:31:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 1575147

PB, smattering of 650's now Ummm.. smattering of 650Mhz Athlons.. almost every Athlon part coming off the line overclocks to 750+ easily with standard cooling (by all published reports). So I find it hard to believe there is only a smattering of 650Mhz parts. I would say as a percentage the 605Mhz numbers are quite good, but you have to remember this is the begining of a processor ramp, for a company with only one operational fab plant. Therefore overall volumes are low. Hell 50% of 300K is only 150K. 150K devided between 4-5 OEMs is hardly noticeable. you have to back up and look at the bigger picture. Regards, Steve