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


To: THE WATSONYOUTH who wrote (113687)6/1/2000 1:16:00 PM
From: hmaly  Read Replies (1) | Respond to of 1573954
 
TWY Re...<<<<<<Re: "Getting a "wow!" may be good PR strategy but productization based on PR factors alone is a losing game." <<<<<<<

Twy, with this statement you are implying there aren't any 1.5 ghz chips. The German article stated there were. If there are 1.5 ghz chips available, even in limited quantity, I say go for it. A steady reasonable ramp doesn't apply in this case because the T-bird is a new chip on a new process from a new plant. People and analyst are expecting better than average. A 1.1 ghz will be ho-hum; sorta like beating estimates by a penny. I say go for the dollar. By the way, Amd introduced the 1 ghz in limited quantity and look at the results. The same positive results can come from a limited 1.5 ghz intro. now.



To: THE WATSONYOUTH who wrote (113687)6/1/2000 5:32:00 PM
From: Charles R  Read Replies (1) | Respond to of 1573954
 
TWY,

<I would be very happy with a volume introduction at 1.1GHz. >

I am a bit more greedy. I would like to see 1.2G!

<Also, it's much more likely. >

You may be right but that would disappoint me a little. I see a good opening to storm the commercial scene with higher speed parts. This will give OEMs a chance to push AMD at the high end without having to worry too much about ASP erosion at the lower speed Intel SKUs.

Chuck