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

To: minnow68 who wrote (34227)	3/30/2001 1:47:13 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Mike, I am not complaining about the early part (Q3, Q4 1999). My beef was with the speed (I mean lack of speed) in introducing K7 to low end and replacing K6. This could have happened in Q1 2000 just by L2-cacheless K7. The performance would have been on par with Celeron (at the same frequency), but AMD would have an important clock speed advantage. The volume would have brought enough support to overcome all of the infrastructure problems. With the volume of around 1 million, AMD could barely persuade one chipset maker to make chipsets for K7, and I doubt Via made much money doing it in first half of 2000. Just look at the market when the chipset vendors have a prospect of selling into a market that has 5 to 10 million parts per quarter - No more infrastructure problems. With an early introduction of low end K7, we could have had an infrastructure nirvana starting in the summer of 2000, rather than Q1 2001. K7 volume surpassed K6 volume in Q4 2000, but it could have happened in Q2 2000. Joe