To: hmaly who wrote (113676 ) 6/1/2000 3:58:00 PM From: Cirruslvr Read Replies (1) | Respond to of 1573922
Hmaly - RE: "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" Thunderbird will be made in Austin AND Dresden, so not all Thunderbirds will have copper. The great majority of PC buyers don't buy the top of the line, so a faster chip doesn't mean too much to the average buyer. What will make the impression on people you are talking about is Thunderbird's performance, and the price/performance of the platform. EVERYONE who buys a Thunderbird will benefit from Thunderbird's faster performance. Cumine will be slower overall, and Willy is still a few months away. The way for AMD to make the most of its 3-4 month lead is to market Thunderbird as the best solution for the dollar. When Cumine supplies get better late this Q or in Q3, so Intel says, Intel may finally be able to compete with AMD in price. What can AMD retaliate with - Thunderbird's added performance for the same cost. If they are even capable of doing so, releasing a 1.5GHz Thunderbird won't gain AMD any news sales. If people want a faster processor than Intel's best they can buy a 1GHz Thunderbird. I think releasing a 1.5GHz processor this early is a pipe dream. Lets at least see if AMD can even demo such a part. This, itself, is sure to create its own positive PR. Keep the higher GHz for when AMD needs it - later this year.