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

To: hmaly who wrote (113150)	5/28/2000 8:22:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1573221

hmaly, I think the rumor is NOT credible. AMD's sweetspot out of Austin seems to be around 800-900Mhz. Cu may give a 10-15% boost. If they are running faster front end then they may gain another 15-20%. It's tough to see a sweetspot above 1.2Ghz. This means they may have some yield at 1.4Ghz and some as low as 1Ghz. The idea that almost everything is yielding at 1.5Ghz would imply that some parts should yield as high as 1.8-2.0Ghz. I just don't buy it, and the thread shouldn't get too excited about this type of BS. Frankly the realistic possibility of HUGE AMD volumes in the 1.0-1.4Ghz range in 2H 2000 are exciting enough and well beyond where Intel is today. regards, Kash

To: hmaly who wrote (113150)	5/29/2000 11:42:00 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 1573221

Harry, Im not saying they are going to sell the 1.5 immediately, but they might easily announce its sampling and introduction at a future date. Sanders has publicly stated that AMD will have a 1.5 Ghz processor in Q1, 2001 (January?). I would have to believe that this will be a 0.13u Mustang. I really don't think we will see 1.5 Ghz anytime sooner. I hope I'm wrong. I think AMD is flying journalists out to Dresden to showcase their new fab when it starts shipping product -- to show the world that they have a state-of-the-art copper fab (and Intel doesn't). We have seen leaked pricing data for the new Duran and Thunderbird processors. The top speed that the OEMs are preparing for is apparently 1 GHz. My guess is that we will see a 750 Mhz Duron and a 1.1 Ghz Tbird in July, and an 800 Mhz Duron and 1.2 GHz Tbird in August. Now, even with tempered expectations, could you imagine the stock price if AMD demonstrated a 1.5 Ghz copper Tbird on June 5th!!! Pravin.