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

To: vince doran who wrote (105385)	4/14/2000 2:07:00 AM
From: tejek	Read Replies (1) \| Respond to of 1574129

In a hot demand market, Athlon did not set the world on fire, and it clearly was not a capacity constraint. You are assuming that the market is that hot.....when in fact it may simply be good/better than most Q1's. We still are not sure that capacity constrained is really Intel's primary problem. ted

To: vince doran who wrote (105385)	4/14/2000 2:42:00 AM
From: Petz	Read Replies (2) \| Respond to of 1574129

vince, there was an article that I posted a day before earnings which had two interesting predictions: 1. TBird would debut at 1.25 GHz before mid-year 2. AMD would be at 1.5 GHz by end of year The interesting thing is that Jerry confirmed the 1.5 GHz rumor in the conference call! Furthermore he said that MHz progress would be gradual throughout the year. The fact that both rumors were attributed to the same source inside AMD, and the fact that "1.5 GHz by end of year" was confirmed by Jerry, leads me to believe that TBird will debut well above 1 GHz by the middle of the year. (Its late, can someone else find the article I'm refering to?) Petz

To: vince doran who wrote (105385)	4/14/2000 3:21:00 AM
From: kapkan4u	Respond to of 1574129

<Athlon did not set the world on fire, and it clearly was not a capacity constraint.> I heard that the slot-A cartridge itself, which is not built by AMD, was a production constraint in Q1. The socket parts should help improve unit shipments significantly. I think Jerry said that revenue shipments of on-die L2 cores will start toward the end of Q2. Kap

To: vince doran who wrote (105385)	4/14/2000 6:29:00 AM
From: Bill Jackson	Respond to of 1574129

Vince, Re: Set the world on fire? AMD certainly burned intel, they are still feeling the heat, and AMD did not burn their clients like Intel did with crapola premature releases. From introduction to this time it is the fastest shipping in volume x86 processor and was supply limited in several ways. 1. Shortage of mobos 2. Shortage of cartridge parts There are no seas of unsold Athons, just enough in the pipeline to fill industry dermand without recourse to allocation or selective starvation like Intel has done to their clients.(Dell has preferred parts allocation status and gets whatever scarce high speed parts Intel can make and this alone builds bridges for AMD, Intel will never again have the respect of the other top tier producers) There were no shortages of buyers of the finished mobo/cpu assemblies. As mobo availibility has increased buyers have been there. The perception that the cumine is equal to the AThlon is pure marketing hype and can only be show with difficulty using prepared benchmarks that make the copperminus seem faster. Bill