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

To: vince doran who wrote (104858)	4/13/2000 12:47:00 AM
From: Charles R	Read Replies (2) \| Respond to of 1577883

Vince, <<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.> Yes, to my knowledge this is the first time such a claim has been made. < Wonder if the analysts understood the implication.> I am sure a some of them did but most of the lightweights probably didn't pick it up. <T-Birds from Austin! > This tells me that Fab25 is capable of spitting out more product than I thought it did. Also, this is a low risk way of getting Athlon to market while cutting costs (eliminates SRAMs and modules) <Maybe we'll see the Cumine-killers in April after all.> April is possible but I wonder about the volumes. By saying, Thunderbirds will come in Slot-A initially to exploit current infrastructure, Jerry has tacitly acknowledged there is motherboard problem. I currently view the motherboard situation as the only serious red flag going forward. Chuck