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

To: Cirruslvr who wrote (90211)	1/28/2000 3:05:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1575207

<Speaking of marketing, how do you think Thunderbird will fit into the equation? > High-end part, of-course ;-) TO be sure, I expect AMD to try to migrate as much production as possible to socketed-Thunderbird quickly to squeeze as much cost out of the product as possible. <Spitfire is easy because it replaces the K6-X.> This is true. And I think there is a chance that we may see mobile parts from the Spitfire core. <Fab 25 makes .18 K7s and I don't think it would make sense for them to just quit production once Dresden ramps up. My guess is the current K75 will be used in retail PCs where MHz sells and L2 cache speed doesn't matter as much. This would allow AMD to let Austin produce up to 1GHz and the Athlon would use 1/3 speed L2 cache.> Largely in agreement with you here except for one caveat. AMD may attempt to ramp Flash quickly and take away some wafer starts if the demand situation warrants. <And Thunderbird, I guess, would be renamed Athlon Professional and be aimed at the Commercial market where it will surely outperform Cumine-256. But until AMD gets some design wins Thunderbird acceptance will be slow because the current Athlon (K75) will still be able to fit the needs of retail where most Athlons are sold now. > In other words, how quickly can AMD ramp volumes in the business market? This i what I am most interested about. <There is a possibility Thunderbird's MHz will be kept higher than the K75s in an attempt to divide the market.> I find this is a very plausible scenario given what Athlon core seems to be capable of. <And then Mustang comes out later in the year to add more confusion.> Why? Chuck