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

To: Jim McMannis who wrote (114585)	6/6/2000 12:54:00 PM
From: Bill Jackson	Respond to of 1575173

Jim, With the long parallel development times on the new CPUs they obviously have started them at staggered times so they each mature at the right time in the market. If one does get badly delayed and another goes very well that could end up in such a situation where the Timna matures and then along comes Willy and so Timna has just a few months to sell....better not sell it at all, cannot delay Willy either as AMD is charging fast, so with such a potentially short lifetime for Timna will they be able to get enough OEMs and mobo makers to take it seriously? It might just do a fast fade to black? Bill

To: Jim McMannis who wrote (114585)	6/6/2000 12:59:00 PM
From: eplace	Read Replies (1) \| Respond to of 1575173

Jim Not only that but Willy effectively kills Timna as Coppermine becomes the value chip and it scales a lot better than Timna ever will. Intel should have taken a lesson from the Mhz Sells concept (TM-McMannis) an not used resources to develop a low MHz chip for the low end. If your going to spend the money, spend it on a new high end chip. Jim, I believe the success of AMD and it Athlon processor caught Intel off guard (how dare that upstart company challenge that Goliath of a corporation). AMD has caused Intel to race forward with some not so well thought out plans. Intel now finds itself changing its roadmap every few weeks to counter AMD. Unfortunately, in this business, it takes weeks, months and even years to bring such high tech products to market. If they don't get their act together soon, I wouldn't want to be in the way when the Goliath trips and falls all over itself. Timna is probably history, and I don't see how all those research dollars wouldn't have at least a small impact. I guess they could still try to compete with Via for the very low end, but hey, here at AMD central we could care less about that low margin arena. Ed P.