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

To: tejek who wrote (75612)	10/15/1999 12:47:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1572574

Read all about it... From the YUK Register... theregister.co.uk Posted 15/10/99 5:26pm by John Lettice 1GHz copper Athlon production starts next week The first copper Athlon production should roll out of AMD's Dresden Fab 30 next week, after the plant's official opening on Wednesday. That means that despite problems with cost, and associated negotiations with Motorola to help fund Dresden development, AMD is probably on schedule for 1GHz copper Athlon parts for Q1 next year. AMD has an unpleasant history of not quite managing to get its production schedules together, but so far Dresden doesn't look at all bad. It's the first plant outside of the US capable of using a copper process, and as it comes into commission this year it seems to have been hitting its targets. AMD announced it had produced copper K6s in early July, close enough to the Q2 target for getting copper fabbing on-line, and the target for copper Athlon production is Q4 - i.e., now. Presumably we wouldn't be opening Fab 30 officially if it weren't, er, open. Initial production is intended to be at 0.18 micron, with a maximum Fab capacity of 5,500 wafers a week, and 300 Athlons per wafer. That's a lot of Athlons, but the big question now will be yield - if AMD can get this up fast, it could be sitting pretty at last. ®... ---- Seems like a physical impossibility to get 300 Athlon die from an 8 inch wafer unless they are abou 80mm2 with near 100% yields. Seems the Register doesn't know what the useful area of 8 inch wafer is... On another note, not knowing what "roll out" means...are these test wafers or production wafers?...At the very earlier that would mean about 11 weeks from now to see salable Dresden Athlons. Puts it into the last of January. Jim

To: tejek who wrote (75612)	10/15/1999 12:54:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1572574

Ted, <Do you think IBM will not sell well over the net?> What I am saying is that they may not be able to make up for retail sales loss quickly. After some time, they may sell well - too early to tell. This is too abrupt a transition. They should have done that in Q1. Chuck P.S.: This could be another ominous sign for IBM stockholders. I have a feeling IBM is going to have a bad quarter, sweep the quarter with a bunch of one-time losses and blow smoke - the PC division is very useful at times like this.