Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Petz who wrote (109075)	5/3/2000 12:27:00 AM
From: Charles R	Read Replies (1) of 1578704

Petz, <and any upside to 1.8M Athlons will probably be Dresden's Q2 output.> The way I heard it on the webcast any upside to 1.8M is contingent on infrastructure. I have beaten this to death but I am surprised that this thread is in denial accepting the problem here. Let's do a reality check here: 100% of Athlon wafer starts are now Thunderbirds. Rumors put the actual Thunderbird ramp start at around late January/early February. This is early May and no Thunderbird infrastructure in sight. Let's hope the annual meeting graph that seems to indicate a May launch for slotted Thunderbirds and June launch for socketed Thunderbirds does not slip into Q3 (it would if VIA keeps up its track record). If so, infrastructure seems to be lagging chips by about 2 months. <Do you really think Dresden WSPW is still 600?> The ramp is probably being accelerated but it is hard to tell what the actual number is at any given point in time. <If so, its not the Dresden yields that Sanders is worried about, its the infrastructure issue> Yes he is. That is bigger limitation right now. Socketed parts will put AMD profitability race car into the next gear. Chuck

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next