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

To: Petz who wrote (109075)	5/2/2000 1:54:00 PM
From: chic_hearne	Read Replies (1) \| Respond to of 1578683

AMD today I've been in class all day, I couldn't believe my eyes when I saw we had surpassed yesterday's all time high of $92!!! The chart looks like we have been trading above $90 for most of the day. I hope this will provide enough of a base to close above $90. Barring a total market breakdown, I think today will get yet another all time closing high. How many is that anyways? chic

To: Petz who wrote (109075)	5/3/2000 12:27:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1578683

Petz, <and any upside to 1.8M Athlons will probably be Dresden's Q2 output.> The way I heard it on the webcast any upside to 1.8M is contingent on infrastructure. I have beaten this to death but I am surprised that this thread is in denial accepting the problem here. Let's do a reality check here: 100% of Athlon wafer starts are now Thunderbirds. Rumors put the actual Thunderbird ramp start at around late January/early February. This is early May and no Thunderbird infrastructure in sight. Let's hope the annual meeting graph that seems to indicate a May launch for slotted Thunderbirds and June launch for socketed Thunderbirds does not slip into Q3 (it would if VIA keeps up its track record). If so, infrastructure seems to be lagging chips by about 2 months. <Do you really think Dresden WSPW is still 600?> The ramp is probably being accelerated but it is hard to tell what the actual number is at any given point in time. <If so, its not the Dresden yields that Sanders is worried about, its the infrastructure issue> Yes he is. That is bigger limitation right now. Socketed parts will put AMD profitability race car into the next gear. Chuck