This updated summary is based on several different articles. Links to the reference articles is provided at the bottom of the post to avoid any clutter before the juicy stuff.
Summary of AMD Analysts Meeting
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Sander's comments
o Q3 revenues would be a record exceeding $800M.
o Robust demand for all the AMD products.
o Overall business looks terrific.
o Will be capable of making 25M processors (including k6x)
o Sold out of every k6-2 for Q4'99.
o Changed code names from fighter planes to sports cars (Thunderbird, Spitfire, Mutang) in deference to Dresden.
o All Athlon wafer starts are on .18
o Shipments of 750MHz Athlons this quarter - Q4.
o Projection for shipping 5M processors in Q4 was conservative.
o Confident that 1M Athlons can be produced in Q4.
o AMD expects to break even in Q4. (first call was -.36c/share)
New Terms
o Socket A - Athlon packaging for Value & Mobile PC markets
o K75 - Internal code name for Athlons on .18
Athlons
o K75 (Athlons on .18) will ship this quarter.
o 750 by the end of Q4. 800 in Q1'00. 1GHz in 2'nd Half of 00.
o Shipping 1M Athlons by the year end is extremely realistic.
o 900MHz without any special cooling was demoed.
K6-2
o K6-2 533 in Q4.
K6-2+
o 0.18 - Integrated Level2 cache. will ship in Q1'00
o k6-2+ to compete effectively against celerons.
o K6s atleast until the end of the year 2000.
k6-3+
o k6-3 on .18.
o In Q1'00.
Flash Memory
o Exploding market.
o Will add capacity in 00
o Will develop new Flash Memory on .18 - production in the year 01.
o Firm pricing and multiyear agreements will provide sustained growth and profitability.
Athlon Future plans(2'nd half of 00)
o Athlon will provide frequency and performance improvements over a wide range of product segments.
o .18, slot-A, socket-A
o Enhanced Athlon Core.
o No detail on the enhancements or pincount of the SocketA.
Enhanced Athlon derivatives
o Thunderbird - first one to come out. High performance. 1GHz and more. Integrated secondary cache. Will be available in SlotA and SocketA.
o Spitfire - for value PC segment. Same as Thunderbird but will differ in speed, bus speeds and cache sizes. Only in SocketA. Likely to be the replacement for K6X.
o Mustang - Even higher performing Athlon chip (Athlon Ultra?). 266MHz bus. Up to 2MB of full speed on-chip cache. SlotA or SocketA packaging. Mustang with SocketA will be the first Athlon with mobile features. It will also be marketed in the value
segment. (like k6-3?)
Chipsets(2'nd Half of 00)
o IGD4 - Dual processor. RAMBUS, AGP 4X,
o Partners Hotrail and API are developing 4-way chipsets.
Manufacturing
o Eventually all Athlons will come from Dresden.
o Fab25 production will be dedicated to k6X & Flash.
Analysts/others Comments
o Dan Niles: AMD is likely to win over more customers. Everyone except Gateway and Dell getting the production - IBM, HP, etc. Raised Q4 EPS estimates from -60c to -10c. For 2000, he raised earnings from 35c to 70c/share. Athlon chip is being accepted, and Intel top end chips are in scarcity.
o AMD's Herb - Expects to have several different 750chips for sale during Q4'99. Athlon will be the top end processor in a number of machines.
o Doug Oathout (IBM Workstations manager) - Will continue to evaluate AMD chips for Workstations. "They are going to make Intel squirm," he said of upcoming AMD chips.
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Goutama
AMD turns up the Athlon heatHeathttp://www.zdnet.com/zdnn/stories/news/0,4586,2392093,00.htm...
AMD posits possible break-even 4Q electronicnews.com
AMD: Finally Breaking Even forbes.com
AMD Offers Healthy Look crn.com
AMD: We will retake chip speed crown
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