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

To: Jim McMannis who wrote (109123)	5/2/2000 8:05:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 1579088

Jim, <AMD is working on 2, 4 and 8 way chipset(s?), due later this year. The lack of one available now is one way that AMD has NOT executed, IMHO and perhaps Charles' opinion as well.> Right now, I only know of two chipsets which are due for this year, the 760 and the 770. If I recall correctly, 760 is single-processor, single-DDR, and 770 is dual-processor, dual-DDR. I'm pretty sure 760 will be here by Q3 or Q4, but I'm not sure about 770. I don't know of any 4 or 8-way chipsets that have been announced for this year. All I hear is that AMD and API are working on them, but the release schedule for these chipsets are even sketchier than that of the 760 and 770. Tenchusatsu

To: Jim McMannis who wrote (109123)	5/2/2000 8:11:00 PM
From: Scumbria	Read Replies (2) \| Respond to of 1579088

Jim, AMD is working on 2, 4 and 8 way chipset(s?), due later this year. The lack of one available now is one way that AMD has NOT executed, IMHO and perhaps Charles' opinion as well. Also, waiting for the Duron and Thunderbird is like watching paint dry. Intel keeps giving AMD opportunities but AMD seems slow...with these things. It was inevitable that this sort of complaining would return to the thread. It has only been a few weeks since Dresden was brought up to production speed. AMD is executing incredibly well. They have had SMP chipsets running in the lab for a year now. Do you have any idea how long it takes to bring an SMP chipset into production? 128K DRDRAM is not down to about $470 retail. Still too high but about a 50% drop this year. We have a race. DDR needs to be here by summer... Some race. $100 vs. $470. Are you trying to be funny? Scumbria

To: Jim McMannis who wrote (109123)	5/2/2000 8:31:00 PM
From: Mani1	Read Replies (2) \| Respond to of 1579088

Jim re <<Also, waiting for the Duron and Thunderbird is like watching paint dry. Intel keeps giving AMD opportunities but AMD seems slow...with these things.>> Duron and Thunderbird are coming in June. If you are waiting for them now you have not been following very closely. Also AMD is making and selling lots of Athlon at huge profits. Increasing ASP's, unit volume, market share, revenues and profits. And doing all this fairly rapidly. AMD is indeed hitting in all cylinders. Mani

To: Jim McMannis who wrote (109123)	5/3/2000 12:37:00 AM
From: Cirruslvr	Respond to of 1579088

Jim - RE: "Also, waiting for the Duron and Thunderbird is like watching paint dry. Intel keeps giving AMD opportunities but AMD seems slow...with these things." Yes, AMD is benefiting in big way from Intel's production proble...err inability to ram...errr inability to forecast demand. The higher MHz Celerons being delayed is obviously good because AMD would have looked exrememly silly if they announced Duron last month because the infrastructure isn't there. And Cascades' delay is good because it prevents Intel from gaining even more momentum in the server market with AMD still having no 2-way chipset to show for itself. The good news is that K75 wafer starts are done with. There should be a flood of low-MHz (<1GHz) Thunderbirds and Spitfires by early-mid Q3 (at the latest), right when Intel says they will supposedly have things back to normal. Of course, it would have been nice if these things came out right now where they would have a larger impact, but, as Tench quotes Raza, "profits make a good deodrant."