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Politics : Formerly About Advanced Micro Devices
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To: Pravin Kamdar who wrote (102748)4/6/2000 11:06:00 PM
From: Joe NYC  Read Replies (1) of 1575490
 
Pravin,

I have to say that I am less than thrilled about this preview of the CC:

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

I have to say I expected more than 1.2 million chips this quarter, and a lot more than 1.8 million in Q2.

. 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.

this seems to imply that Jerry does not expect a lot of production out of Dresden in Q2. I was under the impression that Thunderbird was going to be copper based from Dresden. Now I have no idea.

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 wonder what category are Spitfires in. If they are in Athlon category, then it's not so great. I think AMD should move away from K6 to Athlon ASAP. But AMD still plans to sell 12 million K6s this year. K6 is the chip that never really made any money for AMD (just helped it survive).

AMD could prosper with Athlon, but something is delaying this prosperity. What is it? What's the problem. Why make millions of K6s and only barely over a million of Athlons.

I wish Jerry had not done this interview. I would rather hear the complete story during the CC.

Joe
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