SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Goutam who wrote (90979)2/2/2000 12:20:00 AM
From: Charles R  Read Replies (1) of 1575623
 
Goutama,

<Motherboards were an issue in Q3, but not in Q4. So, I believe FAB25
over capacity was the main reason behind the idling Dresden fab.>

In my view AMD lost a full quarter because of infrastructure issues. If (this is a big IF) AMD could have thought through the infrastructure issues better, the Athlon ramp would have happened faster and would have helped bring Dresden online faster.

<As per the recent CC and comments from Via, my understanding is that - AMD will concentrate on the high-end chipsets for the Athlon, while the Taiwanese chipset manufacturers concentrate on the low end solution for the Athlon platform. So AMD is not leaving the entire chipset business to its partners.>

I heard the same but I wonder what this means with respect to availability of timely (i.e., Q3) DDR platform.

Chuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News