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

To: Elmer who wrote (85316)	1/5/2000 9:40:00 PM
From: ajbrenner	Respond to of 1571869

Re:Just when is this long awaited event going to take place? Elmer, I belive that guidance from the 3rd Qtr CC was for initial shipments starting in 2Q 00 with volume shipments to commence in 2nd half 00. If I'm wrong I'm sure I'll be corrected. ajb

To: Elmer who wrote (85316)	1/5/2000 10:04:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1571869

Hi fudd: Just AMD's way of showing deference to an aging Intel adversary...AMD decided to hold back Dresden production until the PweeIII 800 hit the retail channel...Too bad, seems they got caught up in the Intel hype and thought the PweeIII 800's would have been here by now...Don't think AMD'll be able to demonstrate its intended deference as demand for Athlons dictates that Dresden production can't remain on hold much longer, even if in deference to an aging warrior! Seems Hp and GTW want on board now! Hope Intel will appreciate the good intentions anyway!

To: Elmer who wrote (85316)	1/5/2000 11:05:00 PM
From: tejek	Read Replies (1) \| Respond to of 1571869

With customers screaming for anything they can get their hands on Dresden is just sitting there burning money. It's a year late and counting. What's wrong there?. EP,first and foremost, the customers who have been screaming are Intel's (read that Intel's and not AMD's) two first tier OEMs, Dell and GTW. AMD's OEMs have been satisfied. Secondly, it has been reported over and over that Dell and GTW were simply trying to get the chips that Intel was contractually required to ship and not something beyond that. Thirdly, shortages existed not only in the cumine chips but in component parts like the chipsets (items that AMD could not supply). Fourthly, not once has any media publication said that pc demand was extraordinary. At best its been described as healthy. Now it seems to me that with the addition of 1 mil more chips (the Athlon) this quarter than last year at this time, this healthy demand should have been met easily. Now I can't prove that Cumine's yields were poor, or that there was some other processing screwup on the part of Intel but neither can you convince anyone on this thread that Intel is bursting at the seams trying to keep up with demand. So chill with the Dresden this and Dresden that....and that it didn't do its part. That's all Intel swill and Elmer fudd. More evidence exists that Intel screwed up, than the whole world this year needed a pc by Xmas. ted

To: Elmer who wrote (85316)	1/5/2000 11:56:00 PM
From: Jim Davis	Read Replies (2) \| Respond to of 1571869

Re: "Just when is this long awaited event going to take place? Dresden was supposed to come on line end of '98. Will we have to start referring to it as the MIA-Fab? You guys scoff at the claims of a problem brining up the Cu process, yet time drags on and still no Dresden. What's wrong there? With customers screaming for anything they can get their hands on Dresden is just sitting there burning money. It's a year late and counting. What's wrong there?" Thread, This is just Fud's usual trolling. AMD originally planned for Dresden to begin production in late 1999. This plan was announced before the groundbreaking and long before the switch to copper. It takes at least 3 months after beginning production wafers to ship product. They could begin production in 1999 and not ship parts until early Q2'00. Looks like they are still close to the original plan and have switched to copper to boot. Plus Dresden will be making Athlons and shipments are constrained by motherboards and the size of the high-end market. Why start shipping from Dresden before it is needed? JD