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

To: Cirruslvr who wrote (5706)	8/19/2000 1:58:56 AM
From: jcholewa	Read Replies (2) \| Respond to of 275872

> 1GHz was available the day it was launched. Bah. I have no reliable way of tallying OEM availability, but at least at the component market I have an idea. By my method of counting (admittedly not the only way of doing it), the Athlon-1000 blipped into the component market a week or two after the part was announced but took all the way until the last frickin' week of Q2 before reaching volume availability. The Athlon-1100, imho, is getting into that market even faster. All we've had is a wussy preannouncement and it already has those entries (got them less than a week after the press release). I believe that it will take decently less than the three and a half months the 1.00GHz part took for the 1.10GHz part to hit my arbitrary "volume" mark. Sometimes you have to drop yourself towards the tactics of your opponent. AMD isn't being honest, but neither is Intel. Or Transmeta or VIA or Apple and you can probably add all the server chip makers into that list of dishonesty as well. This was an apt time for them to start the light fibbing, and believe me when I say that they're being very timid with their fibs. I wouldn't complain unless they preannounced a 1.50GHz Athlon this quarter (er, I guess while Dell gets a $200 stock price, or something, according to that in-joke) or something really stupid like that. -JC

To: Cirruslvr who wrote (5706)	8/19/2000 10:46:03 AM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Cirrus, Re: But why does AMD feel the need to announce two weeks early? Easy: To give them some more publicity and help the stock price (remember it was at $54 just before the announcement!). I really like this kind of PR, especially because it doesn't contain any false statements. They just said they were now shipping the processors and expected them to be available on August, 28th. We will certainly see systems from Gateway and Compaq among others then. Of course, the press release wasn't necessary. It was just nice PR and an indication that AMD finally starts to care about their public image and the stock price. BTW, you can already pre-order the 1.1 Ghz Thunderbird from some smaller vendors (see some postings here on the thread from the past few days). This time AMD is shipping in full quantities and we will have plenty of Pricewatch listings at the end of the month. And keep in mind that journalist from all over the world already have production samples of the CPU for several weeks now. I really don't see how this qualifies for a "paper launch". Actually it's far better than the original 1.0 Ghz launch in March. Andreas