I just read this info over at AMD Zone. They had a conference call about Q4 earnings and future plans, the notes from the call are here..
AMD Conference Call Notes
Some highlights...
.13 micron in late 2001
1.3GHz Athlon Q1 2001
1.4-1.5GHz Athlon Q2 2001
1.7GHz Athlon in H2 2001
2GHz will be Clawhammer in 2002
1GHz Duron by year end
Palomino Q1
Morgan Q2
$2/share for 2001
K6-X series wafer starts ended
ASP 90-100 Q1 2001
All Athlon GHz+/Dresden end of Q1 2001
Dresden 30% wafer start capacity now
Dresden 100% wafer capacity end 2001
Duron production will surpass Athlon
Hand to mouth on Athlon
Palomino: PowerNow! and architectural enhancements
Corporate market entered by mobile CPUs
There were also some good quotes from Sanders during the conference call.
On Transmeta performance at equal clock speeds.
"We blow them away!"
On PIII performance compared to Athlon/Duron.
"The PIII is dead meat!"
AMD Conference Call Notes
Some highlights...
.13 micron in late 2001
1.3GHz Athlon Q1 2001
1.4-1.5GHz Athlon Q2 2001
1.7GHz Athlon in H2 2001
2GHz will be Clawhammer in 2002
1GHz Duron by year end
Palomino Q1
Morgan Q2
$2/share for 2001
K6-X series wafer starts ended
ASP 90-100 Q1 2001
All Athlon GHz+/Dresden end of Q1 2001
Dresden 30% wafer start capacity now
Dresden 100% wafer capacity end 2001
Duron production will surpass Athlon
Hand to mouth on Athlon
Palomino: PowerNow! and architectural enhancements
Corporate market entered by mobile CPUs
There were also some good quotes from Sanders during the conference call.
On Transmeta performance at equal clock speeds.
"We blow them away!"
On PIII performance compared to Athlon/Duron.
"The PIII is dead meat!"