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

To: Mani1 who wrote (110139)	5/10/2000 2:43:00 PM
From: Mani1	Respond to of 1576610

Email from AMD IR.......Nothing new but here it is any way ******************************* AMD plans to begin volume shipments of the new AMD Athlon(tm) processor with performance-enhancing cache memory in June. This is planned to coincide with VIA Technology's planned introduction of the KZ133 chipset. AMD has agreed to support our customers' request to produce the new AMD Athlon(tm) (Thunderbird) processor in Slot A modules. Customers choosing to use the new AMD Athlon processor Slot A modules must use motherboards based on the AMD-750(tm) chipset. (Not included, but for your usage: The majority of our major OEMs, including Compaq, Gateway, IBM, etc. all use the AMD-750 chipset --- so this issue will not affect them). _____________________ Toni Beckham AMD Investor Relations (408) 749-3127 phone (408) 749-2036 fax amd.com The most wasted of all days is one without laughter! > -----Original Message----- > From: Mani Ahmadi [SMTP:mahmadi@san.rr.com] > Sent: Wednesday, May 10, 2000 12:41 AM > To: Beckham, Toni > Subject: chipset > > Hello, > > There has been a lot of rumors and talk with regard to the chipset > situation for the upcoming socket A processors. It has been reported > that all the new Athlon core wafers started in FAB 25 are either for > Spitfire (Duron) or Thunderbird. But on the other hand there are > question as to whether Via will be able deliver the required KZ133 > chipset in time and in adequate volume. If so will AMD end up with CPU > that have no where to go due to lack of chipset (thus motherboard) > availability. Clearly this would be heavy a hit on AMD's financial. > > Please let me know, according to the current available info, whether > things are going according to plan with regard to the chipset > situation. Will AMD be able to package and sell all of its good die's > in one form or another. > > I have been a shareholder for about 18 months, and plan to hold for many > years to come. I appreciate if you could take the time and answer this > email. > > Thank you for your time, > > Regards, > > Mani Ahmadi

To: Mani1 who wrote (110139)	5/10/2000 2:49:00 PM
From: tejek	Read Replies (1) \| Respond to of 1576610

Lets hope for good AMAT earnings in couple of hours. I know, why should it matter, CSCO didn't help. But considering that AMAT is the semi equipment maker it can really help the SOX. Considering I only own AMD and COHU, I got my finger crossed. I think there is a chance that the numbers can be spectacular. Mani, Maybe we should hope for blowout numbers for AMAT so that we don't go down further....who knows where we would be at if CSCO hadn't done as well as it did. ted