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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (97677)3/10/2000 12:25:00 AM
From: Charles R  Read Replies (1) of 1571034
 
<Its performance visibility currently ranges as far as 2GHz by the end of 2001.>

Fighting vapor with vapor ;-)

<0.18-micron copper interconnect process is working fine, yields are excellent>

This is old news. Scovel should have asked about the infrastructure issues.

<AMD has no plans to pursue a Timna-type integrated microprocessor and graphics device.>

That would be a surprise to me, if true. I would also be not pleased with that.

<Plans to engage with a partner to share capacity and costs of the new Fab 30 in Dresden are being re-evaluated. Simply put, the company is significantly more confident it will fully utilize the facility as it ramps over the 18 months beginning 2Q2000 than it was last year when the plan was hatched.>

Hasn't someone been suggesting that this would happen? ;-)

<We expect to revise our earnings estimates upward over the next few days>

Nice to see that consensus moving up...
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