Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kash johal who wrote (87319)	1/14/2000 9:25:00 PM
From: Scumbria	Respond to of 1573891

Kash, I smell a typical AMD flub instead of taking modest steps - which they were implementing with ATIQ where they go for a HOME run and flail about. There was nothing modest about K7. AMD has played a very aggressive game during the last 5 years. Six years ago they were still copying Intel microcode. Since then they have brought up at least one very aggressive fab and two very aggressive CPU designs. AMD being conservative is not what made you a lot of money today. Scumbria

To: kash johal who wrote (87319)	1/14/2000 9:28:00 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 1573891

Kash - RE: "Frankly I would feel much better if they started simply running k6-2+ in dresden or current Athlon designs." But AMD can't if they want to compete. The current Athlon is gonig to run out of steam soon because of the slower, off chip cache. Thunderbird/Spitfire are needed if AMD wants performance along with MHz. Making the K6-2+ in Dresden wouldn't be a good idea either because that will have a short life span because Spitfire will soon come along. Also, why waste copper on the K6-2+ when it will probably benefit the made for MHz Athlon even more? I remember hearing in either the analyst conference or the Q3 CC that AMD said they would start getting revenue from Dresden in Q2. That means Thunderbird and Spitfire will come out in Q2. Ace's thinks Thunderbird will come out in late April at the earliest. By starting with Thunderbird and Spitfire in Dresden, AMD IS taking a risk because they are giving on-chip cache another chance on a new, but advanced, process. This is why I think Dresden needs to be achieved before the majority of analysts will start looking at AMD in a new light. Remember that analyst report Petz posted part of yesterday? That analysts said he was happy, or pleased with Dresden. So hopefully things are going well. Dresden needs to be discussed during the CC, but I doubt AMD will specificaly say when in Q2 they will start to get revenue from it or how many processors they expect. AMD was sued for making claims it couldn't make. If they aren't 100% sure they won't guarantee anything. This is probably why AMD stuck to officially saying 1M Athlons totalin all of 1999. This may be why they didn't pre-announce again.