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


To: Cirruslvr who wrote (81278)11/28/1999 5:43:00 PM
From: niceguy767  Read Replies (1) | Respond to of 1572778
 
Hi Cirruslvr:

99Q4 production might be a good indicator of 99Y2000 objectives.

CXT can happen, agreed, but the fact that AMD has not only escaped the past 5 months reasonably unblemished, despite the mobo fiasco, but gone from 500MHz to 750 MHz (tomorrow with GTW(?)) and could break that $1 billion barrier with a bit of help from GTW and the 2 weeks additional output from Austin, indicates to me that a very positive trend has been firmly established both in terms of profitability and production yields.

25 million output for processors in Y2000 looks exceedingly conservative given the AMD turnaround that currently appears to be unfolding.



To: Cirruslvr who wrote (81278)11/28/1999 7:00:00 PM
From: kash johal  Read Replies (4) | Respond to of 1572778
 
Cirruslvr,

Re"CXT core"

Sure CXT type fiasco could happen to AMD again.

The good news is that Intel has just had its own CXT fiasco.

They have lost >1 quarter due to multiple screw ups.

Looks like Jan before they will have adequate Cumines in volume.

And their 0.18 micron seems pretty dogshit slow even with the notched gates etc.

Regards,

Kash