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

To: Charles R who wrote (90183)	1/28/2000 1:45:00 PM
From: vince doran	Read Replies (2) \| Respond to of 1580262

Chuck - When you say "April", are you referring to the launch of Tbird or production from Dresden? I think the timing of the Tbird/Spitfire launch is THE question for AMD, now that most have come around to recognition that Cumine and Athlon are currently equivalent clock-for-clock. In that situation I have felt for some time that AMD will not be able to sell all the Athlons they can make, at least not without a debilitating price war. (Yes, I know Intel would hate to gut their current profits, but you know, I think they would hate to lose their very profitable monopoly even more.) So the question of Tbird (or perhaps the 'Professional-like' full-speed DDR cache thing reported by JC and ACE) timing is key. What do you hear? Johan was the one reporting the rumoured slip, and he does appear to have some sources at Dresden. TIA, Vince P.S. - bear in mind, that while overall demand is beyond AMD's control, demand for Athlons could be VERY strongly influenced by regaining the kind of performance lead that existed back in Oct.

To: Charles R who wrote (90183)	1/28/2000 2:22:00 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 1580262

Chuck - RE: "I had a chance to check this rumor out over the last couple of days. There does not seem to be any credence to it. Right now things seem to be going phenomenally well at AMD. Looks to me like any delay beyond April that would be due to only one reason - demand not surpassing Fab25 output." Ace's put an update on their website and it included this - "Our inside sources contradict my statement about the Thunderbird being slightly behind schedule. I apologize for the confusion but these things can change fast. As for now, the Thunderbird seems to be on schedule." aceshardware.com