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: Joe NYC who wrote (16442)	10/29/2000 1:18:44 AM
From: Charles R	Read Replies (2) of 275872

Joe, <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.> Regardless of the capacity/sales issues it is clear that there will be Thunderbirds from Austin for another quarter at least - Jerry clearly said so in the Q3 conf call. As far as the need for high MHz parts - just look at the OEM consumption(SKU availability) patterns - Compaq still has not moved the low end to 900MHz. It is a safe bet that AMD is downbinning most of the Athlons - Dresden or Austin. I would be surprised if AMD is selling a large number of parts in the 800-950MHz area (I pick 950 because at Gateway at least AMD has made it the low-end) <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.> By consensus - clearly you are indicating someone guessed. Were the people who were guessing at least consider something as basic as re-charecterization? Something that is pretty common occurrance in this industry that could easily explain the hike in power numbers? If it was considered, why was that ruled out in favor of Dresden/Austin theory which goes counter to the management guidance to date (which seemed to indicate that anything beyond 1G is out of Dresden) Chuck

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