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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (75735)10/17/1999 2:00:00 PM
From: Jim McMannis  Read Replies (3) of 1578452
 
RE:"To: +Paul Engel (75731 )
From: +Charles R
Sunday, Oct 17 1999 1:47PM ET
Reply # of 75735

<During the Q399 Conference Call, Jerry Sanders, at 35 minutes into the
call, issued the following comments in answering a question from an
analyst:

"Dresden won't be coming on as a production facility until the second
quarter of next year. So Dresden is not expected to add material revenues
to our business until the second half of next year, with INITIAL
PRODUCTION in the SECOND QUARTER. ">

Now, coming back to the topic that is being discussed, what other things
did Sanders say about Copper Athlons? You may want to quote from
your notes what he says about initial results and frequency response."...

Something just doesn't jive about the time frames at Dresden. I understand they have been making copper K6-IIIs for a while now. Production has started on Athlons and Jerry says it won't happen until 2nd quarter/99?, Sounds like Paul not Jerry. I think there is more being read into this by Paul etc. than is really being said. I think the key is that Jerry says that Dresden won't contribute significantly to revenues until Q2. Doesn't say when production will start or the first copper Athlons will roll off the packaging line or even be for sale. Right now that looks like January at the earliest, which is just about the time frame given a year ago.

Jim
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