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Politics : Formerly About Advanced Micro Devices

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To: Pravin Kamdar who wrote (102748)	4/6/2000 10:54:00 PM
From: SteveC	Read Replies (1) of 1575490

From the interview: "SANDERS: Well, we're actually producing Athlons now in substantial volume. We started out in the June time frame of last year. We only shipped a few hundred thousand in the September quarter. We've jumped that to about 800,000 in the December quarter. We expect to be able to produce a 50 percent increase to the 1.2 million range in the current quarter. We expect to grow that another 50 percent in the 1.8 million range in the June quarter. Then we bring on our German factory, which is equal in size to our Texas factory. So we think we can then grow by 100 percent a quarter. So we think that of the 25 million processors we expect to sell this year, more than half of them are going to be Athlon. So that's quite a spectacular ramp. We're quite excited about it." I hope these numbers are conservative. I'd very much like to see greater Athlon production this in 2Q 2000. Correct me if I'm wrong, but if we take Jerry at his word, AMD expects to produce 3 million Athlons between 1/1-6/30, 2000, and 9 million for the remainder of the year. AMD is going to be printing money in the second half of 2000.

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