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

To: Jim McMannis who wrote (106217)	4/17/2000 1:47:00 AM
From: Joe NYC	Respond to of 1572982

Has everyone forgotten about Dresden? I'd say 2M-2.5M is a possibility with a month and a half out of Dresden? The number may be a little high. I guess it depends on when Thunderbird achieved production level status, and when Dresden was (will) be turned on. I think what Jerry needs to do is spend a good chunk of that cash to buy equipment for Dresden ASAP. I think AMD has a license to print money with Athlon / Spitfire / Thunderbird. We just need more printing presses. Joe

To: Jim McMannis who wrote (106217)	4/17/2000 2:52:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1572982

<I'd say 2M-2.5M is a possibility with a month and a half out of Dresden?> Not for a long time! At 600WSW, we are talking about 100k CPUs per week during initial ramp.

To: Jim McMannis who wrote (106217)	4/17/2000 4:05:00 AM
From: Petz	Read Replies (3) \| Respond to of 1572982

Jim, re:<Everyone is saying 1.8M Athlons in Q2. Shoot, FAB 25 can do that. That's a 50% increase over last Q which was a 50% increase over Q4,99. Has everyone forgotten about Dresden? I'd say 2M-2.5M is a possibility with a month and a half out of Dresden?> Jerry said they are at 600 wpw now. If we figure TBird die size is about 120mm and 50-60% yields, we could probably figure on 110 to 135 Tbirds per wafer or 66-81K per week. With 6 weeks of output, thats 400-500K. Does anybody remember how Jerry first said the production level is 500 WPW, then corrected himself to say "now its 600 WPW." Perhaps this is an indication that the rate was changed a couple weeks before, which would be the start of Q2. If that was the start of production for TBirds, we'll only see a couple weeks output in Q2, right? Then again, 500 WPW production may have started a while ago, with production level recently increased because of successful "rocket lots." I think the build cycle for a K6-2 was at least 10 weeks, and TBird must have more layers and therefore take longer, right? I found it a little peculiar that Jerry let this number slip out. Perhaps it was disinformation for Intel. Petz