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

To: Aaron Cooperband who wrote (92727)	2/12/2000 9:25:00 AM
From: Dan3	Read Replies (1) \| Respond to of 1574045

Re: Re: higher 1Q AMD sales from the low end I haven't seen mentioned anywhere the source of these additional sales. Has AMD increased their production capacity Remember, the K6-2 is 81mm2 at .25, and it's a will known design that isn't hard to manufacture - so they can get close to 300 out of an 8 inch wafer. So AMD can get 5 million K6-2's per quarter using less than 25% of FAB 25's capacity. Athlon at .18 is 102mm2 - limiting them to about 250 per wafer. FAB 25 could produce 10 million K6-2's and still produce more than 8 million Athlon die (even at 50% yields, that's 4 million chips) Dan

To: Aaron Cooperband who wrote (92727)	2/12/2000 2:33:00 PM
From: Process Boy	Read Replies (4) \| Respond to of 1574045

Aaron - <I haven't seen mentioned anywhere the source of these additional sales. Has AMD increased their production capacity allowing them to sell more low end product, or has AMD simply found a buyer for the unsold inventory they've been carrying for so long?> Also, I believe it was Revenue guidance, not income guidance, that AMD was compelled to changed yesterday. However, after I saw that the news was good, and with trading halted, and the noon hour coming up with a lunch date pending, I went ahead and placed a market order for a block of AMD, and went to lunch. In at 43.5. Will be watching this very carefully. I am betting both AMD and Intel should both do well in tandem at least for the first part of the year. (Did not sell ANY INTC). PB

To: Aaron Cooperband who wrote (92727)	2/12/2000 5:08:00 PM
From: tejek	Read Replies (2) \| Respond to of 1574045

I haven't seen mentioned anywhere the source of these additional sales. Has AMD increased their production capacity allowing them to sell more low end product, or has AMD simply found a buyer for the unsold inventory they've been carrying for so long? If its the second case, I wouldn't get overly excited about the additional sales. Most likely demand didn't slacken like it normally does after the all important Xmas quarter, and so AMD kept production levels up at their Xmas highs. Another example, I might add, of AMD's tight control over production and its excellent execution. BTW AMD's inventories are well balanced with current demand unlike some other chipmakers, most notably Intel. Its sounds like you been on a long trip and are not up with the lastest developments.....your comments seem somewhat dated.