Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: Charles R who wrote (16423)	10/28/2000 9:57:11 PM
From: Joe NYC	Read Replies (2) of 275872

Chuck, Why? Sanders has been quite explicit that Austin is going to be almost completely Durons anytime now. Last Thunderbird wafer starts out of Austin are this or next quarter. Dresden output for sale this quarter is probably about 3.2 million (Athlons. This capacity is up from 2.1 million Athlon sold. Are you suggesting that AMD will have trouble selling 3.2 million Athlons? If so, than Austin Tbirds are irrelevant. But if AMD can sell more than 3.5 chips, Austin had to build it, so Austin Tbird binsplits are still relevant throughout this quarter. There is nothing out there even to remotely suggest that 1.2G Thunderbirds are coming from Austin. The Athlon spec was changed to increase power consumption of 1.1 GHz from 55 to 60 Watts and 1.2 GHz is set to 66 Watts, without increasing voltage. The consensus was that the old 55 Watts of 1.1 GHz Tbird meant that chip would be Dresde copper only. Raising it to 55 Watts suggests that it will no longer be Dresden only. Joe

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