Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (87316)	1/15/2000 4:31:00 AM
From: tejek	Read Replies (1) of 1574059

Mani's recollection of 2H 2000 is simply wrong. That's not correct...I heard it too. The earliest shipments will start is Q2 but volume shipments would not happen until the second half. In fact the SEC report, filed 11/1/99, say shipments would commence "no earlier than Q2, 2000" and you know that's legalese for we are going to try and ship by Q2 but don't hold your breath". At the last conf call and analysts call their guidance was 2Q 2000 when first revenues from dresden would be realized. Kash, you need to read that blurb again in the EETimes...first the guy was the product marketing director....he knows nada about production and all he is concerned about is satisfying his customers. That means when he talks about productions he is not going to be as detailed and specific as the production director. Secondly and this point should really be first, he said that AMD is meeting the demands of its customers. And that's all that I want to hear. Fab 25 I believe has more capacity to produce more product...I think its at 70% capacity currently. If Fab 25 can meet customers demands thru 2001, then I don't give a flying f*ck what Dresden is doing. So, then, why are you freaked out? ted

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