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

To: brushwud who wrote (103207)	4/9/2000 10:29:00 AM
From: steve harris	Read Replies (1) \| Respond to of 1574705

brushwud, Chip revenue, Jerry outlined how sales are billed in his Q4 conference call. Thanks to JCs for still having Q3 and Q4 available. jc-news.com Q: Clarify different between shipped and booked? -- A:Didn't mention bookings, but they were strong for Athlons "Shipped" includes distribution, "sold" is actually sold Q: Does penetration include servers and workstation? 2nd tier commercial suppliers are now shipping Athlon systems -- Q: Shipped recorded as sales? -- A: Absolutely not. Only records a sale when end user buys it. steve

To: brushwud who wrote (103207)	4/9/2000 5:20:00 PM
From: SteveC	Read Replies (2) \| Respond to of 1574705

Thanks for the clarification on the size of Dresden's clean room. I didn't mean to imply that it was 900K square feet, but can see how my message may have been misleading. By way (1) do you think that given Dresden has the latest semiconductor equipment it can generate more chips than Austin despite Austin's larger clean room and (2) do you see any sound investments among the semiconductor equipment companies? The page on AMD's web site says Dresden's capacity is "5,000 8-inch wafers per week at full build out." This data appears to have been from last summer. I wonder, and hope, that the capacity will be greater.