Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: RDM who wrote (113682)	6/1/2000 12:48:00 PM
From: hmaly	Read Replies (2) \| Respond to of 1573427

RDM ...Re>><<<<The market rewards mostly highly consistent performance. The normal forward/backward chaos of product development is best hidden from customers and investors. I would rather they bank their "public demos" at this time since I believe we are on track for $200 by the end of the year and I do not believe it will get there any faster with just a demo. Once Willamete is released, or close, perhaps they should reveal some more "futures". <<<< RDM, I believe you are missing the point. Last week when the German article stated that AMD had a 1.5 ghz chip, Chuck questioned whether if AMD should market the 1.5 ghz in limited quantities until gap in mhz is closed from old 1 ghz to new 1.5 ghz. I say with the new plant, new chip design and new copper process, the fastest speed available should be marketed in order to show off the new chip. Anything less will dampen enthusiasm for the new process. By the way I think Joe brings up a good point in that Duron at 700 mhz and $200 will be a much better buy than T-bird at 1ghz; so people will wait for Duron. T-bird needs a better send-off in order to get the enthusiasm going. 1.2 minimum top speed; 1.5 would be far better. We need to quit playing footsie with Intel; and we need something to shock the IT managers into giving AMD a chance. Don't waste this opportunity' as Intel won't keep on screwing up forever. Harry

To: RDM who wrote (113682)	6/1/2000 1:38:00 PM
From: chic_hearne	Read Replies (2) \| Respond to of 1573427

Re: Once Willamete is released, or close, perhaps they should reveal some more "futures". RDM, We can't wait, we need a demo at 1.5 Ghz, NOW. Look at the circumstances surrounding June 5th. As the Register reported, European reporters will be descending on Dresdan in droves. AMD is not having them over to just say "hey, look at these 1 Ghz chips, they're copper!!!" AMD has to prove a point that Dresdan and copper are worth the money. A simple introduction of chips in the 700-1000 Mhz range is not going to get the job done. Willamette is a HUGE cloud over AMD right now. We need to show that we're going to be competitive in the future. The longer AMD waits to demo a 1.5 Ghz chip, the faster investors are going to get scared and dump AMD stock. Another thing I'd like to point out is how confident Jerry has been in public. Listen to the Q1 conference call again. He states AMD doesn't plan to lose the speed war any time soon. He talks about having 1.5 Ghz by the end of the year at the same time Willamette is released. You can tell (at least I could) by Jerry's confidence that AMD has some tricks up their sleeve. I think at the Q1 CC Jerry already knew that 1.5 Ghz parts were binning. The way AMD has been so cautious lately makes me believe that if Jerry says 1.5 Ghz is no problem, it's no problem. It's time to pop this Willamette bubble. I would rather they bank their "public demos" at this time since I believe we are on track for $200 by the end of the year and I do not believe it will get there any faster with just a demo I agree, there's no point in one-upping Intel and demoing a 1.7 or 1.8 Ghz chip. Matching them will be enough. Then when Willy is ready for release, hit them with a higher speed demo. chic PS- Don't think I'm crazy for suggesting AMD has a 1.7 or 1.8 Ghz chip. If Dresdan is ready for volume production and release of chips, they've come across at least one "freak" processor they could demo, a la Intel style.