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 (83964)	12/22/1999 1:21:00 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 1572941

Chuck - RE: "I believe that the only thing that is restricting AMD's ramp up on speed grades is volumes. AMD simply does not have enough capacity to produce a lot of speed grades in good volume. They need to cutdown on speed grades below 600 ASAP." Yeah, unfortunately AMD doesn't have Intel volumes. But the good thing is that practically ALL Athlons made in Q1 will be made on the .18 process. Hopefully the extra processors off this process will enable for larger releases. "Given how fast things have been changing for AMD, any roadmap that gets made will probably be outdated in a matter of weeks." And with Intel's pushing up of "release" dates, AMD will have to do more revising!

To: Charles R who wrote (83964)	12/22/1999 1:54:00 PM
From: Petz	Read Replies (1) \| Respond to of 1572941

Chuck, re:<Jerry & co also need to make some hard choices on product pruning here and I haven't seen them make those choices. If they drastically throttle down the K6 volumes and apply that capacity to K7s, 900 could be launched anytime.> Hopefully they've already changed wafer starts significantly. Demand for K6x products will probably drop no less than 20% in Q1. (Look at last year) The Athlon 500 is certainly a dead duck -- the spec sheet for the 0.18u Athlon did not list the 500 speed grade. Petz