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: Tenchusatsu who wrote (87315)	1/14/2000 8:44:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1573857

Tench, Re:"dresden" Yes, it clearly doesn't add up. The last thing they need is to ramp a new core, new fab, and new process. And the mustang die is gonna be HUGE with up to 2Mb of on-chip cache. I smell a typical AMD flub instead of taking modest steps - which they were implementing with ATIQ where they go for a HOME run and flail about. Frankly I would feel much better if they started simply running k6-2+ in dresden or current Athlon designs. regards, Kash

To: Tenchusatsu who wrote (87315)	1/15/2000 4:17:00 AM
From: tejek	Read Replies (2) \| Respond to of 1573857

Clearly, AMD intends to use Dresden to introduce and ramp-up Mustang cores. But on the other hand, AMD did lead us to believe that ramp-up would originally start in Q4 1999. Then it slipped to Q1, Q2, and now 2H of 2000. (I can't back it up, but I'm sure Paul Engel is willing to dig up the dirt.) Anyway, like I said before, I'm sure we'll find out more next week during the CC. Any thoughts? Tenchusatsu, yeah I have some thoughts....are you trying to take yousef's place? Q4,'99...I read back when they proposed the Dresden fab, that production was supposed to start in Q4,99 but then AMD announced that the date was delayed due to the change to .18 technology and copper....you must have missed that announcement. I never heard Q1...where did you see that? Could you provide the link? Thanks. What I heard Sanders say in the CC is that the absolute earliest any shipments could start was Q2 but that volume shipment would begin in the 2nd H, 2000. It seems to me you need to be worrying more about getting Intel's yields up so that Intel can satisfy its customers and meet their product needs. JMHO ted