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

To: xun who wrote (123627)	9/8/2000 8:32:15 PM
From: niceguy767	Respond to of 1571690

panic mob: Thanks for the post...I'm sure when the first Fords rolled out 80 years or more ago, we heard the same refrain of Who needs more speed...The internet is currently in its "dirt road" phase and as it evolves into its "superhighway" phase, microprocessors will need the same speed increments as have automobiles since the model-T...I like his analogy that we may be verging on another blowout phase in the micropcomputer industry, particularly now that retail quantities of 1 gig processors and above are available...Don't know, but I'd guess the current norm is somewhere around 300 MHz...If so, it won't be long before there is a 1 gig gap between that norm and the top end and a 1 gig gap is probably enough of an incentive for most to upgrade...that, I think, is what is currently on AMD managements minds, and has prompted the shelf offering...I strongly suspect that all indicators are now signalling excess demand for the revolutionary Athlon processor...and in the 7 months since AMD brought the 1 gig Athy to the marketplace, I'm absolutely convinced that AMD has tweaked production processes so that they are now comfortable in bringing fairly significant quantities of 1 gig or more Athys to the retail market...Highly probable that the 300 MHz(?) norm today will be above 1 gig 12 months out, and if so, that represents huge potential for AMD, given the dearth of competition above 1 gig, so huge that even Dresden at full capacity probably won't be able to meet demand...need more production facility fast...(Once again, 1 year ago, Raza wanted to sell Dresden...today it looks like Dresden capacity will be fully utilized within 12 months owing to the superior architecture and ease of scalability of the "spry Athy". What a difference a year makes...even bigger difference is likely a year from now)...