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

To: Scumbria who wrote (103081)	4/8/2000 1:12:00 PM
From: vince doran	Read Replies (2) \| Respond to of 1570561

Scumbria: Assuming huge resources for paralleling efforts, 2 mo. old working silicon, and desperate urgency leading to a willingness to take greater risks at intro than usual, what IYO is the absolute earliest we could see Willy for sale? TIA, Vince

To: Scumbria who wrote (103081)	4/8/2000 1:15:00 PM
From: Paul Ma	Read Replies (1) \| Respond to of 1570561

Hi Scumbria, The Willamette will have a bigger die size than the Thunderbird because of its 20 stage pipeline or whatever that it has right? Wouldn't that generate a lot more heat? I think it'll become a big problem for the Willamette since it's running at such a high frequency. Paul Ma

To: Scumbria who wrote (103081)	4/8/2000 2:26:00 PM
From: niceguy767	Respond to of 1570561

Scumbria: Re: "Willy showed a very high degree of functionality at first silicon. It would be a serious mistake as an investor to discount the threat for next year. AMD will no longer enjoy the MHz advantage that has driven the stock this year. It will be interesting to see how this story plays out, but AMD needs to be extremely aggressive to stay competitive long term." Comment: Agreed...All indicators, including the recent raising of the top-end entry bar to 850 MHz after the Xbox fiasco, suggest to me that AMD is exceedingly aggressively poised for Y2000 and beyond and more than willing to attack...I have no sense that Mr. Sanders is willing to let up in any manner in his currently successful assault on "the Intel castle". AMD, with its Athy,has gained the performormance and price edge...To lose this edge, many things will have to go wrong for AMD (and recent history suggests that that just isn't going to happen) and at the same time many things will have to go right for Intel (and recent history casts some doubts on that as a probable outcome). The Athy is "here-and-now" and is building momentum...Can't say the same for any "here-and-now" products offered by its primary competitor! That's not to say competitors can't come up with "here-and-now" competitive products in meaningful quantities but until such time as they do, and current indicators suggest to me that that will not be in the near term as many and possibly insurmountable hurdles will undoubtedly hinder progress in meeting such a formidable challenge as has been presented in the "here-and-now" by the Athy and its derivatives the Spitfire and the T-Bird.