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: Goutam who wrote (90979)	2/1/2000 10:04:00 PM
From: Dan3	Read Replies (2) \| Respond to of 1574880

Re: You were forgetting AMD's situation last year - dwindling cash reserves, heavy losses, decreasing market share, manufacturing problems, Intel the perfect machine... Goutama, Your point is excellent. It's amazing (and easy to forget) how far AMD has come in well under a year. And Intel's "stumbles" are the result of being pushed by AMD. Without that pressure, forcing an acceleration of timetables, there never would have been any (known) Intel problems. Regards, Dan

To: Goutam who wrote (90979)	2/2/2000 12:20:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1574880

Goutama, <Motherboards were an issue in Q3, but not in Q4. So, I believe FAB25 over capacity was the main reason behind the idling Dresden fab.> In my view AMD lost a full quarter because of infrastructure issues. If (this is a big IF) AMD could have thought through the infrastructure issues better, the Athlon ramp would have happened faster and would have helped bring Dresden online faster. <As per the recent CC and comments from Via, my understanding is that - AMD will concentrate on the high-end chipsets for the Athlon, while the Taiwanese chipset manufacturers concentrate on the low end solution for the Athlon platform. So AMD is not leaving the entire chipset business to its partners.> I heard the same but I wonder what this means with respect to availability of timely (i.e., Q3) DDR platform. Chuck