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

To: kash johal who wrote (92521)	2/11/2000 1:55:00 PM
From: Process Boy	Read Replies (3) \| Respond to of 1573433

kash - <"Demand for low-end microprocessors has been stronger than expected," said Sanders. "Business across the board continues to be robust. With better than anticipated demand for low-end PC processors, we now expect that AMD's first-quarter revenues will be flat to nominally higher than the record sales reported in the seasonally strong fourth quarter. > Interesting. So it's not the high end sales we all love to banter about that's going to make the Q for AMD? I wonder how Intel's Q is shaping up? PB

To: kash johal who wrote (92521)	2/11/2000 1:56:00 PM
From: Cirruslvr	Respond to of 1573433

Kash - RE: "AMD SEES FLAT TO NOMINALLY HIGHER FIRST QUARTER REVENUES" GREAT News!! I was wondering when such an announcement would come. AMD did the SAME thing at the SAME time last Q - on the 11th day of the second month of the Q. Q1 should EASILY be AMD's first 1B quarter!

To: kash johal who wrote (92521)	2/11/2000 2:10:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1573433

<"Demand for low-end microprocessors has been stronger than expected," said Sanders. "Business across the board continues to be robust. With better than anticipated demand for low-end PC processors, we now expect that AMD's first-quarter revenues will be flat to nominally higher than the record sales reported in the seasonally strong fourth quarter. The ramp of the AMD Athlon? processor on 180-nanometer technology is proceeding as planned. One hundred percent of our AMD Athlon production is now on 180-nanometer technology."> Wasn't someone on this thread pounding away at this message for the last month ;-) The forecast should have been flat to up in the first place. And also it was very clear that AMD was picking up market share at the low-end and high-end. Cool! I take this PR to mean that we will be comfortably above $1B for the quarter. $1 EPS is in the bag.

To: kash johal who wrote (92521)	2/11/2000 2:21:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 1573433

Kash, <One hundred percent of our AMD Athlon production is now on 180-nanometer technology.> Originally I thought people on this thread tried to tell me that 100% of all production (Athlon and K6-2) was moved to 0.18u. But now I guess Sanders' statement makes much more sense than what I've been hearing from this thread. Only Athlon has been moved 100% to 0.18u; the older 0.25u process is now exclusively churning out K6-2's to meet "stronger than expected" low-end demand. Once K6-2+ is released, I expect AMD to quickly ramp down the 0.25u process and finally make the move to 100% 0.18u. That should take some time, though. Tenchusatsu