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

To: Scumbria who wrote (109164)	5/3/2000 1:27:00 AM
From: milo_morai	Read Replies (2) \| Respond to of 1578937

Agreed Scumbria..The fact is INTC has blow two flat tires and that's the only Reason AMD is having a problem with supply. Milo

To: Scumbria who wrote (109164)	5/3/2000 1:58:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1578937

Scumbria, <I may be wrong, but I have the impression that Dresden silicon just became production worthy in the last month. It is a huge task bringing up a new design (T-Bird) in a brand new fab, with a brand new process, running at over 1GHz. > Let's assume you are correct. But does Dresden ramp depend entirely on Thunderbird? K6-3 seems to have been qualified at Dresden for about a year now. K7.5 seems to have been qualified in Q4. What was stopping AMD from producing K6-3s and K7.5s in Dresden? <If AMD is screwing up, please let's discuss it. I just haven't seen much evidence to support such an argument. Their ramps seem to be ahead of schedule, based on their stated goals earlier in the year.> Athlon ramp is distinctly behind the schedule. 1.2Mu units in Q1 is lower than 1.5Mu Jerry was talking about in Q3. Jerry also fudged around with 0.8Mu/1.0Mu in Q4. Let's set that aside: Do you consider ramping from 0-1.2Mu in 4 quarters acceptable? Let's check the track record: Q2 '99 - no motherboards Q3 '99 - very few motherboards/chipsets Q4 '99 - motherboard shortage Q1 '00 - KX133s are delayed and Athlon penetration curtailed Q2 '00 - Unit shipments above 1.8M limited by infrastructure I am sorry to be beating this issue to death, but it is hard not to see a pattern here. Chuck