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

To: Petz who wrote (106258)	4/17/2000 4:10:00 AM
From: tejek	Respond to of 1572745

Eurostocks slide early in broad selloff By Huw Jones LONDON, April 17 (Reuters) - European bourses tumbled more than three percent in opening trade on Monday as investors reacted to Friday's rout on Wall Street. The broad, early selloff was generally less heavy than the four to five percent opening slide anticipated across the broad. Old and new economy shares were equally hit, with media and consumer cyclicals down more than six percent. Retailers, techs, telecoms and healthcare were off four to five percent. Philips Electronics was Europe's biggest blue chip decliner, off eight percent. British Telecom (quote from Yahoo! UK & Ireland: BT.L) and Vodafone AirTouch (quote from Yahoo! UK & Ireland: VOD.L) slid more than six percent. The Eurotop 300 index fell 3.86 percent, while the narrower Euro STOXX 50 index shed 2.88 percent. The losses began to deepen by about 30 minutes into the trading day, with London's FTSE 100 index off four percent, the Paris CAC-40 down 4.5 percent, and Frankfurt's DAX off four percent, though indices appeared to be stabilising at these levels. ``It was clear the market was going to be marked down sharply, and it was clear the market was expensive so we have not seen a huge surprise today,' said Kevin Gardiner, a European equity strategist at J P Morgan. ``I think we need to see the market fall a bit further, say five to ten percent, to make it worthwhile for people to come back in,' Gardiner added. ``We would be very wary still of new economy shares and the appetite for risk at the moment is minimal.' Investors were also waiting for Neuer Markt trading to start in German Internet service provider T-Online , Europe's biggest ISP float to date. Pre-market trading in T-Online on agency broker Instinet was at 28 euros per share, just above the 27 euros offer price. Among the very few blue chip gainers in Europe, German steel company ThyssenKrupp was up two percent. For pan-European market data and news, click on codes in brackets: European Equities speed guide................... FTSE Eurotop 300 index.............................. DJ STOXX index......................................(^STOXX - news) Top 10 STOXX sectors........................... Top 10 EUROSTOXX sectors...................... Top 10 Eurotop 300 sectors..................... Top 25 European pct gainers....................... Top 25 European pct losers........................ Main stock markets: Dow Jones...............(^DJI - news) Wall Street report .....[.N] Nikkei 225............. Tokyo report............[.T] FTSE 100...............(^FTSE - news) London report...........[.L] Xetra DAX.............(^GDAXI - news) Frankfurt report........[.F] CAC-40.................(^FCHI - news) Paris report............[.PA] World

To: Petz who wrote (106258)	4/17/2000 8:13:00 AM
From: Jim McMannis	Respond to of 1572745

I do remember Jerry saying Dresden would contribute to revenues in Q2. That was a while back. So if 400K-500K this quarter, maybe. So add 1.8M from Fab 25 and that 2.3M-2.3M total Athlon core this Q. What does that do to earings? Jim

To: Petz who wrote (106258)	4/17/2000 10:15:00 AM
From: milo_morai	Read Replies (1) \| Respond to of 1572745

Deep down my gut says Dresden is most likely at 900 w.p.w and Jerry is holding his cards to his chest. I agree the 600 w.p.w is a ploy. Milo

To: Petz who wrote (106258)	6/6/2000 12:11:00 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 1572745

Petz, This is how I'm figuring chips/week. 70% yields...K6-2 is a little over 60% and K7s are supposedly better.. 8" wafer has approx. 23,400 mm2 of usable area. (due to loss around edges and saw cuts) 1000 wafers/week...current K7 die is 120mm2. So...(23,400/120).70=136.5 good die/wafer 136.51000=136,500 K7/week 136,500*4.3 (weeks/mo)= 586,950 good chips/mo. So yours and Chungs estimates look good. So if Austin repeats last quarters 1.2M Athlons...add 587k from Dresden and that's 1.787M Athlons this Q which is right in line with what Jerry said at 1.8M. There are too wildcards however that would lead us to believe that output will exceed 1.8M... 1. An increase in output from Austin as K6-2 space is replaced by Duron. 2. Stockpiled chips from pre June production at Dresden. So oppimistically, excess of 2M Athlon/Duron will likely be produced. My guess is abou 2.2-2.4M.