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

To: 5dave22 who wrote (103049)	4/8/2000 8:37:00 AM
From: DRBES	Respond to of 1574679

re: "T-Bird might be as good as Willamette" Try better than. Regards, DARBES

To: 5dave22 who wrote (103049)	4/8/2000 10:18:00 AM
From: Elmer	Read Replies (2) \| Respond to of 1574679

Re: "And a quick question - aren't you even just a teenie weenie bit worried that T-Bird might be as good as Willamette and that it might steal some of Willy's thunder? Just a little? I'm very interested in your HONEST opinion" I always give my honest opinion. It's just that sometimes it's not what you guys want to hear. To answer your question: Only the paranoid survive. Now I have a question for you. Considering that Intel did a full 2 hour slide presentation (at unknown speed) to a large audience of professionals some time back on A-0 Willamette silicon, including a separate demo of a 1.5GHz Williamette power meter (just like the 1.1GHz Thunderturd demo) aren't you just a little concerned that later versions with speed path improvements and process enhancements just might run even faster? Just how many times have any of you professionals out there seen first raw silicon run at the final top speed for even the first introduced part? Seems to me that any argument anyone comes up with to scoff at the power meter demos applies to the Thunderturd as well. You folks are confident Thunderturd will improve in speed but don't you think Willamette will too? Probably more IMHO. EP

To: 5dave22 who wrote (103049)	4/8/2000 10:19:00 AM
From: niceguy767	Read Replies (3) \| Respond to of 1574679

5 dave22: Re: "Hi Elmer - re: less than 2 million units is a letdown." Comment: Just who here is calling the kettle black? Mr. October flood the market with PWeeIII 733's and above? Sounds like a "botched" call to me... In retrospect, 1.2 Athys in the seasonally weak Q1, represents a 50% increase in Athys over the seasonally strong Q4...Within the seasonality context, any increase in seasonally weak Q1 over seasonally strong Q4, mustbe considered a positive...A 50% increase in Athys in Q1 is phenomenal...and all that without any significant Dresden contribution...Further, with Dresden coming on stream in Q2, the Athy growth rate will probably approach 100% from quarter to quarter (i.e 1.2, 2.5, 3.8, 5.5 = 13 million) and be the major contributor to a string of successive record breaking quarters!