To: Cirruslvr who wrote (111473 ) 5/18/2000 1:15:00 PM From: Petz Respond to
Another analyst ups target price from 100 to 120, raises estimates, reiterates BUY.o AMD is on target to introduce two new Athlon parts in the second quarter. The Duron (previously Spitfire) processor will target the value segment of the market, and the Thunderbird will target the performance end. The Thunderbird part will be made in Dresden as that facility ramps from its current rate of about 5K units/week. Actually, it will be made in BOTH facilities. WAY OFF on units/week! The Duron part will be made at Fab 25 in Austin, where current Athlon production is ramping. The current Athlon has STOPPED RAMPING - no wafer starts. Both parts will be socket (versus slot) based and should have greater L2 (Level 2) on-chip cache than comparable Intel products, according to management. Wrong with both statements! The Dresden facility is key to AMD's ambitious production targets, especially in 2001. Slightly OVER 10% based on Sander's 600 WSPW. Only a small number of Durons and Thunderbirds should ship this quarter.
