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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 247.79

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9:47 AM EST

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To: fyodor_ who wrote (66378)	12/27/2001 2:25:06 PM
From: Monica Detwiler	Read Replies (2) of 275872

fyodor - you wrote Yes, AMD did claim this at one point… before the economy went into Da Dumpster. If you could find a recent claim of this, I would appreciate a link. Here's a link - and it is a post to you, fyodor. My My. Message 16740487 To:fyodor_ who wrote (64879) From: ptanner Monday, Dec 3, 2001 8:14 PM View Replies (1) \| Respond to of 66384 fyo, re: "While Dresden is listed as having a max capacity of 5000wpw..." I believe Dresden's capacity has been bounced around on the thread lately (here and on the Intel) and I might have missed something. But, when Dresden started up its capacity was noted as "eventually 5000wpw" but the manufacturing page mysteriously notes 6000wpw (and I cannot recall if it ever said otherwise). Opening PR (5000wpw): amd.com. Manu. Site Summary (6000wpw): amd.com Dresden Site Page (5000wpw): amd.com Has AMD noted any specific capacity in recent CC or other events? I don't recall any specific % on Dresden's ramp this year the last couple of quarters and it would be nice to see AMD achieve its goal of "full capacity" - though some of this capacity would be non-manufacturing (ie. testing, process development, maintenance, etc). -PT EDIT: Looked up the CC notes @ JCs 1Q01: Dresden at 60% wafer starts, 100% by year-end 2Q01: Dresden ramp continues, 100% by year-end 3Q01: Dresden ramp continues, 100% by year-end

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