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

To: Charles R who wrote (113629)	6/1/2000 1:36:00 AM
From: chic_hearne	Read Replies (1) \| Respond to of 1573819

Re: One needs to consider all these and many other issues to determine if it make sense for anyone to talk about releasing a 1.5G part when the last part released was 1G Chuck, I agree with your analysis 100%. I would like AMD to at least demo a 1.5 Ghz part, if for no other reason, to put investors at rest that AMD is not dead when Willamette is released. It seems there is big fear in the "market" that AMD will run out of gas when Willamette comes out. Even a demo should be very good for the stock just to show AMD will be able to stay competitive for some time. Wouldn't you agree? Intel has demonstrated a 1.5 Ghz. Even if AMD is not binning plentiful 1.5 Ghz parts, I'm sure they've got at least one "freak" processor that is capable of running at 1.5 Ghz under "controlled" circumstances, a la Intel style. chic

To: Charles R who wrote (113629)	6/1/2000 8:14:00 AM
From: hmaly	Read Replies (2) \| Respond to of 1573819

Chuck RE...<<<<<<<<- On the other extreme, let's say this move becomes highly disruptive and no consumer wants to buy anything below 1.0GHz. Will the OEMs be happy when they realize that all of a sudden they may be stuck with weeks worth of AMD/Intel systems inventory that they can't sell without serious discounts and AMD does not have the capacity to supply all the OEMs needs even if they want to switch all the demand from Intel? One needs to consider all these and many other issues to determine if it make sense for anyone to talk about releasing a 1.5G part when the last part released was 1G.<<< Chuck, why all the worries about a 1.5 ghz having all of those disruptions when they have never been that much of a problem in the past? The K-6 sells well even though there are four chips which perform better. Also, Intel will have the mhz problem, not AMD as the slowest chip AMD will have is 700 mhz Duron. There are compelling reasons to bring out the fastest speed Tbird AMD HAS. First of all, the copper process is a new process. Bringing out a medium or slow speed T-Bird will deflate expectations of benefits of copper. Bringing it out at 1.5 ghz will bring out the wow factor; as wow, Ive gotta get one. It will also force many enterprise manufacturers to look at the new chip with a different attitude; as in if I don't sell this, my computer will be obsolete before it even hits the shelf. If AMD does as you say, there might never be something to force the enterprise segment to seriously look at AMD; why go to AMD when its the same as Intel? After Willy shows up it may to to late. Now is the time to open some eyes, and create a demand for the copper chip. 1.5 ghz with promises of 2ghz to come will make Willy with rambus a non event. Now, I am not saying, if AMD doesn't have the 1.5 ghz they should introduce it anyway, ala Intel, but if it exists it should be sold simply to get the T-bird off to a roaring start. The rest of your worries are inconsequential if that happens. Sometime you just gotta have a gimmick; 1.5 should do the trick. Harry

To: Charles R who wrote (113629)	6/1/2000 9:03:00 AM
From: TimF	Read Replies (1) \| Respond to of 1573819

I would think that if AMD could make 1.5 ghz T-birds, that it would only be a small part of their bin splits. They would not have many to sell and probably would sell them at a big premium, maybe $2k+ per chip. I hope AMD can make chips this fast, but I think it is likely that AMD can not make production quantities of 1.5ghz chips. (Maybe they could make a few samples) Tim

To: Charles R who wrote (113629)	6/1/2000 9:14:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 1573819

Chuck, I don't really buy into this marketing side. I think AMD should offer for sale sell today what they make today. If they do make a small number of 1.5 GHz chips, these chips should be placed on the market at appropriate price, for example $2,000 as Tim suggested. If someone bids $2,000, fine, if nobody bids $2,000 than your (or marketing department) scenario comes to play: The chips will just be sitting there until they become $1,000 or $750 chips, that can fit easier to the marketing schemes. Think of it as an auction vs. a backroom deal. Hopefully this auction site where AMD is participating will be ready for business soon, to make my suggested approach workable. Joe

To: Charles R who wrote (113629)	6/1/2000 11:21:00 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 1573819

Chuck - RE: "One needs to consider all these and many other issues to determine if it make sense for anyone to talk about releasing a 1.5G part when the last part released was 1G." Thanks for spelling all that out in your post. It just does not make sense for AMD to release 1.5GHz this early. I'm on Chic's side - show a demo. VIA has already said there will be a 1.4GHz demo, which will more than likely be a Kyrotech unit. Does anyone remember how much % higher MHz the cooled processor was than its spec'd speed? I can't check the sites right now... I think it was about 33% max, so the processor they are using in the 1.4GHz demo may be a 1.1GHz Athlon.

To: Charles R who wrote (113629)	6/1/2000 2:34:00 PM
From: tejek	Read Replies (1) \| Respond to of 1573819

One needs to consider all these and many other issues to determine if it make sense for anyone to talk about releasing a 1.5G part when the last part released was 1G. Chuck, All of your points are rational and logical and well thought out. However, marketing and the consumers' response to that marketing is not necessarily rational and logical..... My point is that if the rumors are true that T-birds are yielding at 1.5 G, then AMD has the opportunity to make a quantum leap vis-a-vis Intel and to capture a sizeable hunk of market share. Its an opportunity that probably won't present itself again anytime soon. And after all, its only putting into play what you have been suggesting for some time....that AMD needs to develop killer instincts. What did you think that was....being rational and logical......? ted