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

To: Paul Engel who wrote (99705)	3/24/2000 12:59:00 AM
From: Charles R	Read Replies (2) \| Respond to of 1571370

<What you are saying seems to be in DIRECT CONFLICT with AMD's prior guidance - that "advanced AThlon Cores" will only come from Dregs-den.> Advanced Athlon cores are still coming from Dresden. Production lots on the way to packaging as I write. <I can only assume that DREGS-DEN IS IN EVEN DEEPER DoooDoooo than I was led to believe !!> Well, that would make your assumptions wrong - again! But, that didn't stop stop you before so why change now? <This is a BLOCKBUSTER NEGATIVE DEVELOPMENT for AMD .> The sentence is right except for one word - should read "Intel" instead of "AMD". Now, try to figure out why that might be the case....

To: Paul Engel who wrote (99705)	3/24/2000 4:36:00 AM
From: Petz	Read Replies (2) \| Respond to of 1571370

engel, re:<AMD's prior guidance - that "advanced AThlon Cores" will only come from Dregs-den.> Spitfire is the entry level Athlon, why should it use copper if it only has to run at 700 MHz? And BTW, its die size is smaller than the regular Spry Athy. Petz

To: Paul Engel who wrote (99705)	3/24/2000 9:05:00 AM
From: Dan3	Read Replies (2) \| Respond to of 1571370

Re: What you are saying seems to be in DIRECT CONFLICT with AMD's prior guidance... Guidance was changed, as best as I can recall, at the time of 1GHZ announcement (can someone verify this?). Previously, AMD intended to share the Dresden FAB, and use Austin for K6 variations and flash. Developments since then, primarily Intel's failure to ramp beyond 800MHZ, have let to unanticipated demand for AMD processors. Now AMD will use all of Dresden for high end Athlon variations. The Athlon core on Aluminum has proven to perform unexpectedly well - it is scaling about 150MHZ higher than initially projected (as nearly as I can tell from public guidance) so Austin core Athlon variations will be used instead of K6 variations. The Austin entry level chips will have on chip L2 and should perform as well as or better than equivalent clock Coppermine PIIIs. This means that AMD's low end chips will match up evenly with Intel's high end chips. Intel will be without any parts to compete with AMD's high end chips until Willamette comes out. Because of this situation (which I don't think even AMD was expecting) it will be necessary for AMD to approximately double its output of CPUs in Q3 and Q4 relative to what was planned 6 months ago. Dan