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: Elmer who wrote (101794)	4/3/2000 9:38:00 PM
From: crazyoldman	Read Replies (1) \| Respond to of 1573231

Elmer, Re: Athlons were not available until August and it doesn't take 8 months from wafer starts to shipping product. AMD could not have been ready for production in December of 98. More likely June. No doubt they did risk wafer starts before even verifying the first viable production stepping so they had the pipeline full probably waiting at one of the metal layers. When they knew they had a production part they would have released the hold on the inline wafers and they were probably no more than 7-10 days from completion. 6 weeks for assembly and test and you have finished product shipped in August. Working backwards they did not have a design ready for production until about June. I don't see how a Christmas claim holds water unless you want to accept the idea that Willamette is most likely closer to production than Athlon was that Christmas. A possible explanation is that your source was just a little eager and a bug was found at the last minute that delayed the launch. How can one person proclaim to know so much and yet not make common sense? CrazyMan

To: Elmer who wrote (101794)	4/3/2000 9:59:00 PM
From: Epinephrine	Read Replies (1) \| Respond to of 1573231

RE: <A possible explanation is that your source was just a little eager and a bug was found at the last minute that delayed the launch.> Elmer, How does your "possible explanation" make any sense whatsoever in light of the fact that Crazyoldman claims to have 3 Athlons with Week 9 '99 date codes. Are you saying AMD delayed the launch at the last minute only to ship the delayed parts a few months later? That makes no sense! In my opinion there are only three reasonable explanations. #1) The date codes are wrong. #2) Crazyoldman is misinterpreting the date codes. #3) Athlon's were indeed ready in the timeframe that Jim McMannis claimed but the infrastructure and partners were not ready for a launch. In light of the fact that motherboards were the bottleneck even in August I tend to think the explanation that makes the most sense is #3 but I am sure that you will probably disagree. Regards, Epinephrine