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

To: Petz who wrote (18836)11/13/2000 1:00:37 PM
From: andreas_wonischRead Replies (1) | Respond to of 275872
 
Petz, Re: The fact that 80% athlons were 1 GHz or faster does not mean they were sold at that speed range.

I think this is a serious issue with AMD: When they have the speed crown OEMs are very reluctant to sell high MHz systems with their CPUs (lack of >1.0 GHz in retail) but when Intel introduces high MHz parts OEMs want them immediately. So the high MHz ramp of P4 should actually be good for AMD (at least for 2001) because they can sell their higher clock speed parts better (increased demand) and don't need to downbind. When most of Intel's production are P4s, AMD has, of course, to introduce CPUs with comparable clock speeds (Clawhammer?).

Andreas



To: Petz who wrote (18836)11/13/2000 6:28:12 PM
From: fyodor_Respond to of 275872
 
<John: he fact that 80% athlons were 1 GHz or faster does not mean they were sold at that speed range.>

Oh, another thing... Those processors AMD referenced, while made in Q3, could have started shipping late Q3. Folks on this thread (or the old one) have estimated 10-12 weeks from start to finish, but when are the parts tested? Certainly before they are shipped to Malaysia for packaging...

-fyo


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