AMD Stops Old Core Production
So they already stopped with the production of the current Athlon cores, quite the risk for AMD. Hope it works out for them, or neither Intel or AMD will be able to actually sell us their processors heh.We were somewhat surprised to hear that AMD has already stopped all wafer starts of the older Athlon product. That means that all of the older Athlon products will be gone from AMD's sales mix by the end of the current quarter - AMD told us that all of the products in production have already been spoken for. If the production ramp of the new products goes well, AMD's product mix will be substantially more competitive a quarter from now than it is now. If there are any problems, the financial impact will be substantial. Our talk with AMD Friday revealed no problems - indeed, the early yields on Thunderbird at both the Austin fab and the copper interconnect fab in Dresden have been encouraging <snip>
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