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

To: tejek who wrote (74652)	10/8/1999 12:56:00 PM
From: Charles R	Read Replies (3) \| Respond to of 1572777

Thread, Bit of a negative news from Anand's site. "After talking with FIC, they've let us know that their SD-11 motherboard is incompatible with AMD's Athlon 650 processor. After testing various combinations at our offices, we found the processors to randomly reboot when loading up Windows, and sometimes not booting at all. GamePC has withdrawn this combination from our website until a workaround has been issued. FIC has let us know that there will be a new BIOS out to fix this problem soon. The SD-11 still runs perfectly fine in Athlon 500, 550, and 600 MHz processor configurations." This is probably not too bad in the sense that it is only one speed grade and since most of the 650s go to IBM/Compaq/Cybermax and none of them use FIC for motherboards as far as I can tell. Negative nonetheless.

To: tejek who wrote (74652)	10/8/1999 6:38:00 PM
From: greg nus	Read Replies (2) \| Respond to of 1572777

Tejek, All AMd has to do to make a buck a share is make, sell and ship the 1,000,000 Athlons @ around $300.00. for $300 million in revenue. That said everything else just has to stay static. Sanders stated Flash is completly sold out for 4th qtr. So with rich density mix and favorable pricing Flsd revenue should come close to $250 Million. CPU division made and sold 4.3 million K6 @ $65 ASP. So with higher bin speed migraton ASP could improve ASP to $75. Figure a slight increase in K-6 ramp to produce 4.5 to 5 million K-6's, for $375 million. Communications will contribute 80 million and the Vantis foundry 20 million. That's close to a billion in revenue, minus the 850 million in operating revenue, leaving $150 million to divy to 149 million share holders. Buck a share. The cash bleed issue disapears and becomes a mute point. Dresden could be a trump card. Should AMD manage to shipp any meaningful. production out of Dresden as Sanders indicated, it would be Copper Athlons @ .18mu, high end richer ASP mix. Should Dresden not come through in 4th qtr. it will start contributing to 1st qrt 2000.