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

To: Scumbria who wrote (95085)	2/25/2000 2:01:00 AM
From: Gary Ng	Read Replies (2) \| Respond to of 1576329

Scumbria, Re: Which demo is more interesting? IMO, Willamette witness by those discussion about it and the rather silent AMD 1.1GHz chip. Gary

To: Scumbria who wrote (95085)	2/25/2000 7:28:00 AM
From: Bill Jackson	Respond to of 1576329

Scumbria, The closer release of the Athlon is a lot more interesting, because the rate of speed ramp of the Athlon shows that by the time the 4th Q arrives the Athlon and it's sibs will be faster than 1.5G and AMD will have future products that eclipse the "far off willy". It looks like the FOW was just a vapor release to boost the stock...it worked. Bill

To: Scumbria who wrote (95085)	2/25/2000 8:16:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1576329

Scumbria - <AMD showed off a 1.1 GHz chip which will be in production in Q2. Intel showed off a 1.5 GHz chip which will probably be in limited production in Q4 (at an unknown clock speed.)> Intel had Gigamine systems from 3 major OEM's onstage. I think that competes as one of the most interesting demos to date, IMO. PB

To: Scumbria who wrote (95085)	2/25/2000 8:24:00 AM
From: hmaly	Read Replies (2) \| Respond to of 1576329

Gary Re...<<<<<Which demo is more interesting?>>>>> Certainly the demo for Willy was more interesting. How could the simple fifteen minute demo of the 1.1 ghz thunderbird compare to the 3 day 3 ring circus Intel had, complete with controversy. However if you are asking which one will have more impact for the short term at least, Thunderbird. Why several possible reasons; but one main one and that is Rambus. Why??? 1) expensive, we all know Rambus is very expensive compared to PC133 and the new ddr. That combined with likely higher price for Willy over Thunderbird means Willy chip + memory will cost 2x Thunderbird + memory. 2) Scarcity, Rambus currently is in short supply with coppermine and Sony and to add another platform seems a strange to me. Now I know Willy probably has a huge performance boost over pc133 and Willy needs Rambus, but so does coppermine, and where are you going to get the required amount of memory to retain 30% of market. It won't happen that fast and its not likely to happen at all because at IDF Intel also announced a new chipset using regular memory. How many memory mfgs are going to install expensive equipment only to have it sit idle 6 mo. later when new chipsets arrive. 3) its expensive 4) While Rambus works faster with some applications, it is slower with others; and as Intel sell 80% of the market and less than 80% of the applications are helped, AMD will build market share simply because of users trying to get the best processor for their apps. 5) Did I mention Rambus is expensive. So from Rambus alone I don't think Willy will be a major player until new chipset, which means Thunderbird has until 2nd half 2001 at minimum. It could very well be akin to athlon intro where motherboards held up sales IMO.