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

To: Mani1 who wrote (109132)	5/2/2000 11:55:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1579130

RE:"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." --- I'm very familiar with the Dresden ramp. I was the one who told everyone why AMD wasn't rushing production and that they really weren't late. I was hoping however that we would get some kind of annoucement on Spitfire at the end of April. I suspect infrastructure might be a little behind schedule. Other than that the only other problem I see is the lack of a SMP chipset. All things considered, things are going well... I just don't want to see Intel "get smart". <G> Jim

To: Mani1 who wrote (109132)	5/3/2000 12:52:00 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 1579130

Mani - RE: "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." Well, from what we see (the market's reaction) AMD is hitting on all cylinders. But behind the scenes, I'd say a couple aren't up yet. Why would a vendor or two have Duron prices for April 24 if it wasn't scheduled to come out on that date previously? Why wasn't Thunderbird released in April as was once thought by Ace's and Paul (whose AMD sources are usually accurate)? It's a good thing the markets see the financial stuff only. ;) Ask Intel. jajaja I can't wait until late this year when all cylinders are firing - solid GHz Thunderbird, 800MHz Duron, 2 way Mustang systems, and GHz mobile Athlons. And for the financial community they get double digit flash growth and more processors sold at lower costs becase of sockets. <drool> ;)