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

To: Charles R who wrote (113666)	6/1/2000 11:22:00 AM
From: hmaly	Read Replies (2) \| Respond to of 1573921

Chuck Re..<<<<<<Could you post your thoughts on why bringing out the fastest part is the right strategy in the current situation? I would be interested in seeing all the pros and cons. <<<<<< Chuck, as a marketer, you know that first impressions,rightly or wrongly, can make or break a product. You always try to accentuate the positive. Bringing out a new revamped product (tbird) at less than its full potential will dampen peoples enthusiasm for this copper product; a 1.5 ghz (if possible) will bring an overwhelming positive response to T-bird and the copper process. This first impression is critical; many analysts will judge AMD on this new process. A positive impression is essential; and could bring many upgrades. Also, it could make Willy (without copper and with Rambus) a non-event. The copper process will be the top dog in town, and any chip without it will seem inferior; which means AMD is the new technological leader, not Intel. This could be the paradigm shift PB is talking about' and shouldn't be wasted worrying about closing the mhz gaps or marketing of K-6. T-bird is AMD's future, Duron is AMD'S future. K-6 is dead.

To: Charles R who wrote (113666)	6/1/2000 12:19:00 PM
From: Goutam	Read Replies (3) \| Respond to of 1573921

Chuck, < Getting a "wow!" may be good PR strategy but productization based on PR factors alone is a losing game. > If somehow, AMD can manage to release Thunderbirds at and above 1GHz, say at 1, 1.1 and 1.2 GHz speeds, Thunderbirds can be branded as GHz processors. It would be like AMD creating it's own segmentation - GHz and above. Any lower than 1GHz Thunderbirds, they should sell them as Duron+ and position them against PIIIs. IMHO, GHz will have more pull than plain MHz. Goutama