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: survivin who wrote (87284)	1/14/2000 5:01:00 PM
From: Y. Samuel Arai	Read Replies (1) \| Respond to of 1572712

How old is that article? In any case, Q4 performance won't matter as much compared to forward guidance given.

To: survivin who wrote (87284)	1/14/2000 5:05:00 PM
From: Tenchusatsu	Respond to of 1572712

Survivin, <The KX133 is equally important for the Athlon camp, because it will help maintain a performance edge over Intel.> This may be true, but then again, Via's chipsets are notorious for being slight underperformers. However, that's relative to Intel's chipsets, and all Via has to do is outperform AMD's own Irongate chipset, so we'll see. <The company's new fab in Dresden, Germany is "on track for production in the second half of 2000, using copper" interconnects, he said.> It could be a mistake on the part of EETimes. They've made little mistakes like this before. But a Fab 30 slip from Q2 to 2H is not good news for AMD. I guess we'll know more come Wednesday afternoon. Tenchusatsu

To: survivin who wrote (87284)	1/14/2000 8:39:00 PM
From: Y. Samuel Arai	Respond to of 1572712

<Slater said AMD appears to be hitting its Athlon production targets, shipping about 800,000 in the fourth quarter of 1999.> My take on this is they meant to say that AMD appears to be hitting its Athlon production target of shipping 800,000 (that the target has been reached, and not that the target is what they shipped.) <Steve Lapinski, director of product marketing at AMD, confirmed that the company is able to meet demand. The company's new fab in Dresden, Germany is "on track for production in the second half of 2000, using copper" interconnects, he said. At a financial analysts meeting in November, AMD demonstrated a copper-based Athlon running at 900 MHz, he said.> According to the below news article from Oct.20, 1999, Dresden will be revenue-generating in 2Q2000. Perhaps they're saying that volume shipments will begin 2H, but only small quantities will ramp in 2Q, which will generate minimal revenues. Or, perhaps EET got the wrong info. siliconinvestor.com