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

To: niceguy767 who wrote (103179)	4/9/2000 1:21:00 AM
From: Joe NYC	Read Replies (2) \| Respond to of 1574595

Niceguy, AMD has limited capacity in Austin of approx. 6 million microprocessors...Sounds to me, given revenues greater than $1 billion that capacity (i.e supply) was the limiting factor. Athlon now needs .18u capable equipment, so that could be the limiting factor. I wonder how AMD is doing in moving to .18u with the Austin fab. As Spitfire (.18u) replaces K6 (.25u), there will be more demand for .18u, and less for .25u. I wish the conversion happened quicker, but it seems that AMD is very conservative. I understand that the first priority for AMD is to survive, and second to prosper. I think the first one has been taken care of, and now is the time to push the gas paddle to the floor. Joe

To: niceguy767 who wrote (103179)	4/9/2000 1:52:00 AM
From: Ali Chen	Read Replies (1) \| Respond to of 1574595

nice, <AMD has limited capacity in Austin of approx. 6 million microprocessors...> I believe there is significant simplification here. Besides the silicon manufacturing, these processors need to be: a) tested and packaged onto a ceramic substrate; b) substrate soldered onto a SlotA card with two chips of high-speed L2 cache (external vendors); c) the processor card needs to be populated with approximately two hundred other tiny parts like bypass capacitors, strapping resistors, and termination resistor arrays, on both sides of the card. d) each of this parts need to be supplied on time from dozens of other vendors. I wonder who is doing all this job. Delay or capacity constraints on any of these steps might dealy the final product, so things may be not so simple. Regards, - Ali