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


To: Charles R who wrote (104815)4/13/2000 12:34:00 AM
From: vince doran  Read Replies (1) | Respond to of 1577883
 
Chuck:

<One of the cool things about Athlon roadmap was Jerry talking about 1.5G by Jan>

A MAJOR point, and although he referred to the roadmap as if it was common knowledge, I don't think I have seen that claim before. Wonder if the analysts understood the implication.

T-Birds from Austin! This was the first mention of that, and left me wondering about ETAs. Jerry said shipments from DRESDEN in June, but what about from fab 25? I think it is pretty obvious that demand growth for current Athlon tapered off, and we all know the cure for that is T-Bird/S-Fire. Maybe we'll see the Cumine-killers in April after all.

Vince



To: Charles R who wrote (104815)4/13/2000 12:38:00 AM
From: tejek  Read Replies (1) | Respond to of 1577883
 
Jerry has more or less assuaging people's concern about Wilamette wiping out AMD by saying that Intel may not have MHz/performance leadership for the entire year. I thought it was kind of cool how he slid that in.

Chuck,

Actually I took it one step further....Willamette does not scare us.

ted