Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: hmaly who wrote (107246)	4/21/2000 5:04:00 PM
From: Joe NYC	Respond to of 1572406

Sounds like Dresden's june shipments are also sold. Looks like Elmer will have to shut up about all that inventory. Can we say > $2 eps. 2q-00. It makes me wonder how much upside there really is for AMD, given the capacity constraints. AMD did not confirm this, but I think in Q1, AMD was running close to capacity. So the improvement we can expect are: * slightly improved ASP due to the shortages * improved ASP due to better product mix (K6-2 -> K6-2+, Spitfire) * slightly higher # of die / wafer of .18u K6-2+ vs. .25u K6-2 * Dresden production Can anyone quantify these? On the other hand, Intel has a potential to to increase their production significantly due to the .25u -> .18u conversion, once the problems are worked out. Is it possible to speed up adding of new capacity in Dresden fab? Joe