Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Cirruslvr who wrote (67099)	7/30/1999 7:20:00 PM
From: survivin	Read Replies (1) \| Respond to of 1575429

some news I guess Drew Prairie's prediction of 20 mil k6s was indeed optimistic. This story suggests the k6 are in the process of "phasing down" at austin. Wouldn't they need to produce at least 1.5 mil monthly to hit the 20 mil. mark for '99 ? Also, just what does "early in 2000" mean? ebns.com AMD completes wafer qualification at Dresden fab By Jack Robertson Advanced Micro Devices Inc. has just completed its wafer qualification process, including copper deposition, at its new Fab 30 in Dresden, Germany. AMD used a standard K6 microprocessor with 0.25-micron design rules as the test wafer to verify that the production line is meeting target specifications, a spokesman said. The next step is to qualify the line on 0.18-micron design rules using the new Athlon processor as a test wafer. The spokesman said the Dresden fab is on schedule to start production of the Athlon using copper processing early in 2000. The new fab garnered further attention this week amid reports that AMD might consider adding a joint venture partner to help defray costs and utilize capacity at the facility. The AMD spokesman said the firm has no plans at the moment to bring in a partner. However, he said depending on market-supply conditions, AMD might be interested in a partner if it ends up with excess capacity in Dresden. Some sources indicated that such overcapacity issues may be looming at the fab, particularly because as K6 production phases down at AMD's Austin, Texas, plant, the company is expected to begin manufacturing Athlon chips at that site. Meanwhile, James Doran has been named vice president and general manager of AMD Saxony Manufacturing GmbH, the subsidiary operating the Dresden fab. Doran was formerly vice president of AMD's Austin fab and submicron development center. He succeeds Jack Saltich, who resigned to become president and chief executive of Three-Five Systems Inc., a Tempe, Ariz., flat panel display manufacturer.

To: Cirruslvr who wrote (67099)	7/31/1999 4:29:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1575429

Cringe - Re: "That would be very good for Intel, but I'll believe it when I see it or when News.com or some other reputable tech news site reports it. I'll be impressed if Intel can pull it off." That's reasonable. But remember - who was the one person that posted about AMD's inventory glut nearly TWO MONTHS BEFORE AMD admitted it? Of course, I also stated IBM might invest in AMD - which proved to be wrong. Re:" Does that mean I would have to wear a tuxedo to attend the announcement?" Yes you should - and don't forget to have Jerry Sanders send the AMD SHAREHOLDER-provided Chauffeured Limousine to pick you up and bring you to the Gala Event ! Paul