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Elmer Phud

03/17/03 4:50 PM

#1078 RE: economaniac #1077

Economaniac -

They need the real ramp to start in October. I think that is consistent with most of the comments on both sides of this "argument" so I'm not sure what all the fuss is about.

Which ever one it is doesn't really matter to me but what is important is to consider the implications of a later volume ramp. It means they don't have a production design or process today and after a year and a half of slips that should be very disturbing. The other implication is that if they still have a process problem today then what does that say about the Opteron launch?


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j3pflynn

03/17/03 4:55 PM

#1080 RE: economaniac #1077

econo, do you think AMD will miss anything by missing the back-to-school crowd with Athlon64? I'm not convinced they would even be interested. A64 will be high-end consumer stuff when it's intro'd, and most back to school buyers are not going to pay top dollar for the kids' PCs. I think they will do just fine where the intro is placed now, as long as it's a volume intro, and well advertised, whether commercially or by word of mouth.
Paul