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

To: Elmer who wrote (114238)	6/5/2000 2:02:00 AM
From: Cirruslvr	Respond to of 1577146

Elmer - RE: "In Intel's wharehouses..." On their way to de dumpster after they fail thermal tests?

To: Elmer who wrote (114238)	6/5/2000 9:26:00 AM
From: Epinephrine	Read Replies (3) \| Respond to of 1577146

Elmer First let me say that I did not believe the rumor that AMD had production volumes of 1.5GHz but even if I had believed it I fall into the camp of those who believe that it would be unwise to release it at this time. AMD must provide speeds that meet the OEM's existing product lineup so that they don't make this transition overly disruptive. There is no goodness in making things unecessarily difficult for your OEM customers. Since they have to provide the lower speed versions of Athlon to meet their OEM's existing sweet spots while the infrastructure migrates and OEMs adjust their product offerings, what sense does it make to cannibalize the ASP's on those chips by jumping the gun on higher speeds? Especially since the higher speeds are not needed to remain competitive with Intel at this time. Wouldn't it make more sense to transition the product gracefully and then aggressively phase out the lower speeds once the infrastructure was in place, and the OEMs were ready, and the lower speed parts that were being binned months ago are cleared out? I think that AMD is binning higher speeds (although not production volumes of 1.5GHz) but they are more worried about the microprocessor market than the stock market and although a 1.x GHz showing would alleviate concerns over Willamette and maybe even woo Dell. AMD's focus seems to be (and rightly so) to facilitate a smooth transition to Thunderbird's new infrastructure and to satisfy their existing OEMs. Remember that AMD's main goal right now is to penetrate the business market. A market in which smooth transitions and dependability are as important as speed. This is kind of like the old talk about how AMD could release 1GHz whenever they wanted to. You didn't believe it at the time but then when Intel pushed the issue AMD called their bluff. At that time you claimed that AMD had been humiliated. I think we both know now that it surely isn't AMD that has been humiliated by their 1GHz release. Maybe we should keep this in mind when AMD repeatedly states unconditionally that they will remain competitive "for the foreseeable future". Regards, Epinephrine