Op het forum van WallstreetOnline.de circuleren hete geruchten dat AMD voorafgaand op een 1:3 aandelen split volgende week een 1,5GHz Thunderbird aan zal kondigen. Dresden zou op dit moment al 800 wafers per week produceren, met circa 200 processors per wafer. Momenteel zouden er al 200.000 1,5GHz processors in Dresden liggen:
Don`t know if this has been posted here before, but get this: I have heard from a usually reliable source
on AMD that closely connected to the 1:3 split announcement, AMD will announce AVAILABILITY of
1,5 GHz T-BIRDS on June 5th! They supposedly have already produced 200,000 at their Dresden
plant, starting in April. With Athlon production stopped, numbers have increased massively.
Don`t ask me to back this up - I can`t disclose my source, but I can assure you the likelihood of this being
true is > 80%. The ones who have been following this board for a while will know anyways that I always
try to only post well-founded opinion and information.
If you don`t believe ma, that`s okay, but I`ll gladly accept to have this posting held against me in the future
if this should prove to be unfounded - and I`ll as well officially declare that I`ve been wrong.
We`ll know in less than 10 days!
[break] De poster zegt met zekerheid te kunnen stellen dat het getalletje dat hij van z'n bron bij AMD heeft gehoord 1,5GHz is en niet 1,05 of zoiets: [/break]
I`m positive I heard him right: 1.5 - and be assured the eyes popped out of my head when I heard it first. I don`t have to double-check.
About your concerns: I don`t think 1.5 is impossible due to fabricating or designing. Why do they treat the Dresden plant like a
top-secret thing - it`s almost like Area 51! No one really knows what`s going on there. Plus, what do You think they have been doing
after terminating Athlon production? Only K6-2s, Durons and then some major butt-picking...? ;-)
Marketing? I`d say that would pretty mach take care of itself.
Only drawback I see is mainboard support; there`s a shortage of Athlon mainboards, so who would have a 1.5 GHz T-Bird board in large
quantities?
I guess we`ll see. It`s okay that you`re careful, I was stunned, too - but the more I think about it, the more sense this whole thing makes
to me.
Let`s wait and see. I say 1.5 Ghz T-Bird, manufactured in Dresden, available for retail starting on June 5th - announced closely
connected with opening of Dresden plant and 1:3 split. I`d offer you a bet, but unfortunately all my cash is invested... ;-).
And once again: If I am wrong, I`ll post "shame-on-me" messages on this very board until you say stop.
Good luck to us,
Friedrich
[break] In deze thread op het Silicon Investor message board worden de speculaties aan een reality check onderworpen: [/break]
The news is like the best case scenario that I expected, except about 20% higher, in just about every respect.
- Wafers: I don't think anybody will be arguing with this. Going from 600 to 800 from early April to late may is very
credible
- 200 CPU per wafer: That's better than most of us expected. Most of the calculations I have seen here extimated 100
to 150 CPU per wafer.
- Thunderbird at 1,5 GHz: Michael Kannelos on News.com predicted Thunderbird of up to 1.25 GHz at introduction.
This is again about 20% better.
- Sledgehammer samples by year end I don't think anybody expected samples before the end of Q1 2001 the
earliest
- 130nm samples in Q4 2001: Again at lieast 1 quarter ahead of expectations.
- 70% yields: This is fantastic! I think the best guess has been 50 to 60%.
Tot op heden zijn de berichten over Dresden altijd zeer positief geweest, maar of een 1,5GHz processor nu al mogelijk is valt te betwijfelen. De 1,5GHz Thunderbird stond tot dusver gepland voor eind dit jaar. Al met al nogal vage speculaties, die ik met een flinke emmer zout zou nemen. Over een week weten we zeker wat er waar van is...
:
:
:
) weer op nummer 1! En dat met 'slechts' 739.563 blokjes. 
2) 739.563 
1) 720.141 
0) 648.439 
