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

To: milo_morai who wrote (114219)	6/5/2000 1:30:00 AM
From: Dan3	Read Replies (2) \| Respond to of 1575627

Re: why release 1100Mhz now?... [some musings on a Sunday night] The short answer is that we'd been led to expect it was coming. "And Higher" is a phrase we've heard from time to time from AMD. The longer answer may be (and I think this is also in your thoughts) that AMD is worried about getting into a situation where they fail as a supplier. Presently, AMD is gaining market share, mind share, and OEM respect at a steady rate. With that has come increasing demand, particularly at the high end. I've posted before (a couple of months ago) that IMHO AMD was at a big advantage in the speed race because there was limited demand for $500 and higher AMD chips relative to Intel. The result was that AMD could crank out 250K of their GHZ chips and impressively flood the market, but when Intel produced the same number at the same speed it was an obvious, embarrassing failure (forgetting for now the core temperature stuff). AMD is losing that "advantage". If AMD announces it's shipping 1.1 or 1.2 GHZ chips with on-die cache at this point, and if IBM, Compaq, Gateway, HP, etc. all announce "business" machines using that chip at the same time, then AMD had better be standing by with a lot more than 50K or 100K of those chips at the time of the launch. And I doubt they have that many yet. Logically, I think we're better off with high yields at 1GHZ and under than crummy yields at 1.2 GHZ and under. Emotionally? I'd say go for the speed! Maybe we'll get a happy surprise tomorrow. Chips we're seeing now are from when Dresden was at 500 wspw or fewer, so at a very best case there are about 75K chips a week coming out of Dresden. If 25% of those bin above 1GHZ, maybe it would support a launch. Regards, Dan

To: milo_morai who wrote (114219)	6/5/2000 1:44:00 AM
From: ptanner	Respond to of 1575627

Milo, Lets milk the 1Ghz line for as long as we can. The 1 GHz provides a pricing oddity since it is a "milestone" so making more available but leaving it the top of the line should enhance demand. However, a limited release of some "special editions" would also be nice. Price them considerably higher ($1,500-$2,000) will limit demand to those for whom cost is no issue: die hards and power-users where an extra $500 on a processor in a $4,000 box is worthwhile. I would like to see AMD at least demo a higher speed processor tomorrow to reduce the "1.5 GHz Willies." And some other surprise to accompany the "here is Dresden, see the big building with expensive equipment, well it works" announcement would also seem very appropriate. BTW, did Intel add a speed grade when they made the transition from Katmai to Coppermine? PT