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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: andreas_wonisch who wrote (5374)	8/17/2000 11:55:19 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Andreas, BTW, remember last time when Intel held their IDF? (February) AMD demonstrated a 1.1 Ghz Thunderbird then. I think they'll plan something similar this time as well. A DDR presentation / announcement is my guess. 1.5 GHz Mustang would be nice. 2 1.5 GHz Mustangs running on 760MP based motherboard would be excellent. Joe PS: When is the next IDF?

To: andreas_wonisch who wrote (5374)	8/17/2000 1:42:23 PM
From: Pravin Kamdar	Respond to of 275872

Andreas, In the ON24 interview, Jerry said that 1.2 Ghz DDR would be a Q4 product. To give OEMs some breathing room between product cycles, I think that AMD has been giving at least one month between speed bumps. With 1.1 Ghz on 8/28, I do not expect 1.2 before early October. BTW, remember last time when Intel held their IDF? (February) AMD demonstrated a 1.1 Ghz Thunderbird then. I think they'll plan something similar this time as well. A DDR presentation / announcement is my guess. Good point. I suspect that Intel will either announce the 1.5 Ghz P4 or demo a higher Mhz version. It would be nice if AMD could counter with something. Pravin.