Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.90

-0.1%

3:59 PM EST

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To: Dan3 who wrote (20448)	11/25/2000 7:26:31 AM
From: Michael Ohlendorf	Read Replies (2) of 275872

Your Q4 guess can not be correct. If it would be correct their ASP would by >$90. However, they repeatedly said ASP would be howering around $90 for the foreseeable future. My concerns for Q4: - It looks like they are heavily giving away the Durons to make up for the high Mobo costs - They actually did not produce as many Athlons as they would have liked to because of the Athlon production transition from Austin to Dresden. This is particularly bad considering the very high demand for the Athlons. - They probably even produced more Durons than Athlons (D: ~3.5 Mio, A: ~3.2 Mio) even if the Q3 production extrapolation would suggest the contrary - Dresden ramp up concern. Dresden is only at 30% of capacity at end of Q4. What happens to the ramp up if the equip the rest of the Fab with 0.13m tools to make the hammer production for Q4 2001 possible. That would have a serious impact on their Athlon ramp up capability wouldn't it ? - What effect will have the Mustang core (Palominos and Morgans) on Athlon production. I guess this implies some kind of transition and thus a reduced ramp up speed ? Opinions ?

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