Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 200.98

+1.4%

3:59 PM EST

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To: milo_morai who wrote (81589)	6/4/2002 10:50:07 AM
From: jjayxxxx	Read Replies (1) of 275872

Did anyone else listen to the Sanford Bernstein presentation Jerry did? It was here: amd.com (not sure when it will be archived) I missed most of it, but heard the q&a. Here is my best try at some Q&A notes: Q: relation with Dell? A: relation with Dell is improving... interested in hammer, no guarantees, can't discuss customer relationships... think over time we'll add Dell to our customer list. Q: mumble A: No hammer capacity out of UMC over the next several years. All out of Dresden until well into the future. 65nm node will be co-developed and therefore hammers will come out of singapore. Q: mumble A: Itanium yada yada yada.. I'll make a prediction, Intel has no choice but to go to an x86 solution. [...] Q: Flash, cost below Intel by year end, aggressive with pricing to increase share? A: Always aggressive to take share, but want to make money. Q: If die-size is critical factor, why give it away with UMC? A: Q doesn't make sense. Very close relationship, not arm's length. Co-develop Q: HP/Compaq positive for AMD? A: I certainly hope so. Compaq was first to develop <evo?> and HP was close behind for market outside of US. yada yada yada Q: mumble A: labor is much higher in dresden. but challenge is to overall die cost. "our yields are the best in the world." <direct quote!> Q: <missed it> A: ...cutting costs where possible, spending more on R&D to take advantage of recovery, flash recovery is starting, hope to see start of PC recovery at back-to-school Q: transition you to Hector A: seamless -- Hector is now getting credit for all our good moves, and that's good... JJ

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