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: Charles R who wrote (75738)	10/17/1999 8:40:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1578485

Chuckles - re: "On the otherhand, Q2 production suggests production wafer starts in Q1 - possible because of contamination or some other problems that take a long time to work out. " Now who gave all you guys a "Heads Up" on Copper Contamination in Dresden about a month ago ? Paul

To: Charles R who wrote (75738)	10/17/1999 10:42:00 PM
From: RDM	Respond to of 1578485

<Something just doesn't jive about the time frames at Dresden. > AMD may be required to absorb the overhead (>$25M per quarter) when production in Dresen starts rather than ships. If this is the case then there is a possible explanation on the Dresden timetable that AMD does not need the parts to be made in Dresden yet and the extra charge to the p&l would not help. Copper may not help much until 1GHZ which is not until 2H 2000. The speed differences for 700 Mhz may not be significant w/ and w/o copper. Autin is 100% .18 micron for Athlon wafer starts beginning November. Sanders said that he expects a ramp of approx 500,000 per quarter hence 800k in Q4 and 1.3M in Q1, 1.8M in Q2. These number may not require Dresden until 2H of 2000. It does not have to be "contamination" or anything but bookeeping.