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

To: Pravin Kamdar who wrote (102748)	4/6/2000 10:48:00 PM
From: Cirruslvr	Read Replies (4) \| Respond to of 1575422

Pravin - "Appearantly, Sanders was interviewed on NBR tonight. Here is the transcript posted on the Yahoo thread:" Ahh, you beat me to posting it. Here's the direct link - nbr.com Jerry has his mojo back - and he is talking like Niceguy! He only mentioned Intel once, not bad for Jerry. ;) Jerry says AMD's goal is 1.8M Athlons this Q. Here's an interesting quote - "So we had a great quarter in Q4 of last year. We had record sales and we expected that Q1's processor sales would be at best modestly down. Athlon, our new processor, has been so well received that now things are looking up. So we've gone from modestly down to nominally up to moderately up. So hopefully by the time we actually report, we'll have something even more positive to say." EDIT - Jerry's suit doesn't look as flashy as people have described his clothing, but the tie is nice. Is he toning down or just slacking? ;) watch.impress.co.jp

To: Pravin Kamdar who wrote (102748)	4/6/2000 10:54:00 PM
From: SteveC	Read Replies (1) \| Respond to of 1575422

From the interview: "SANDERS: Well, we're actually producing Athlons now in substantial volume. We started out in the June time frame of last year. We only shipped a few hundred thousand in the September quarter. We've jumped that to about 800,000 in the December quarter. We expect to be able to produce a 50 percent increase to the 1.2 million range in the current quarter. We expect to grow that another 50 percent in the 1.8 million range in the June quarter. Then we bring on our German factory, which is equal in size to our Texas factory. So we think we can then grow by 100 percent a quarter. So we think that of the 25 million processors we expect to sell this year, more than half of them are going to be Athlon. So that's quite a spectacular ramp. We're quite excited about it." I hope these numbers are conservative. I'd very much like to see greater Athlon production this in 2Q 2000. Correct me if I'm wrong, but if we take Jerry at his word, AMD expects to produce 3 million Athlons between 1/1-6/30, 2000, and 9 million for the remainder of the year. AMD is going to be printing money in the second half of 2000.

To: Pravin Kamdar who wrote (102748)	4/6/2000 11:06:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 1575422

Pravin, I have to say that I am less than thrilled about this preview of the CC: SANDERS: Well, we're actually producing Athlons now in substantial volume. We started out in the June time frame of last year. We only shipped a few hundred thousand in the September quarter. We've jumped that to about 800,000 in the December quarter. We expect to be able to produce a 50 percent increase to the 1.2 million range in the current quarter. We expect to grow that another 50 percent in the 1.8 million range in the June quarter I have to say I expected more than 1.2 million chips this quarter, and a lot more than 1.8 million in Q2. . Then we bring on our German factory, which is equal in size to our Texas factory. So we think we can then grow by 100 percent a quarter. this seems to imply that Jerry does not expect a lot of production out of Dresden in Q2. I was under the impression that Thunderbird was going to be copper based from Dresden. Now I have no idea. So we think that of the 25 million processors we expect to sell this year, more than half of them are going to be Athlon. So that's quite a spectacular ramp. We're quite excited about it. I wonder what category are Spitfires in. If they are in Athlon category, then it's not so great. I think AMD should move away from K6 to Athlon ASAP. But AMD still plans to sell 12 million K6s this year. K6 is the chip that never really made any money for AMD (just helped it survive). AMD could prosper with Athlon, but something is delaying this prosperity. What is it? What's the problem. Why make millions of K6s and only barely over a million of Athlons. I wish Jerry had not done this interview. I would rather hear the complete story during the CC. Joe