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

To: Yougang Xiao who wrote (112127)	5/23/2000 2:00:00 PM
From: Yougang Xiao	Read Replies (1) \| Respond to of 1571040

AMD IR said that AMD still stick with 1.8 million Athlon for Q2. Following are my emailings with Toni Beckham at AMD IR. Thanks, Toni. +++++++++++++++++++++ Yep! > -----Original Message----- > From: > Sent: Tuesday, May 23, 2000 10:35 AM > To: Beckham, Toni > Subject: Re: Can you comment on this? > > Thank you, Toni! Can I post your reply? Yougang > > toni.beckham@amd.com wrote: > > > Yep! > > > > > -----Original Message----- > > > From: > > > Sent: Tuesday, May 23, 2000 10:25 AM > > > To: Beckham, Toni > > > Subject: Can you comment on this? > > > > > > Hello, Toni, > > > > > > Charles Boucher of Bear Stearns made the following remarks today in > regard to AMD: > > > > > > "we believe AMD is highly unlikely to ship more than its official guidance of 1.8 million Athlon microprocessors in the June quarter, which should provide some incremental opportunity for Intel." > > > At this moment, does AMD still stick with its offcial guidance of 1.8 million Athlon for Q2? > > > > > > Thanks > > > > > > Yougang

To: Yougang Xiao who wrote (112127)	5/23/2000 2:19:00 PM
From: chic_hearne	Read Replies (2) \| Respond to of 1571040

Re: Bear Stearns Report Yougang, From my own personal experiance, these guys at Bear Stears do not know what they are talking about. I've posted on the thread before about how thier brokers view INTC and AMD (most likely using information obtained from thier own analysts). I seriously question the motives behind Bear Stears when it comes to AMD. It is somewhere between a personal vendetta and being just plain unethical. Many of their reports contain outright false claims and lies, such as this quote out of the report you provided: Recent checks with industry sources lead us to the conclusion that the company is achieving higher than expected functional and speed yields on its Willamette microprocessor, giving Intel the confidence to launch Willamette in both the high end and mid-range desktop PC segments. This will force the Pentium III into the value segment of the market earlier than previously thought, providing a competitive advantage against AMD, which will be challenged to introduce a new microarchitecture equivalent to Willamette in performance in the same time frame. Doesn't this seem to completely contradict everything that just happened last week with INTC and its DRDRAM problems? Unfortunately, Bear Stearns is a respected brokerage firm even when they clearly don't know what they are talking about. chic

To: Yougang Xiao who wrote (112127)	5/23/2000 2:37:00 PM
From: Goutam	Respond to of 1571040

Yougang, Thanks for posting Charles Baucher comments. He is just another Kumar wannabe - repeating Kumar's far fetched spin on chipset shortage and Spitfire ramp. I think AMD is keeping a lot of info well guarded wrt the new products ramp. Here is link to an announcement of a new system based on AMD easypc reference design (credits: Yahoo AMD message Board) - biz.yahoo.com ______________________ Tuesday May 23, 11:35 am Eastern Time Company Press Release Zoom-Tek, LLC Launches the "Expressa-Ez" PC Based On the AMD EasyNow! Platform Design - the First in a Line of Stylish PCs SOMERSET, N.J.--(BUSINESS WIRE)--May 23, 2000--Zoom-Tek, LLC, a product marketing firm in conjunction with its manufacturing partner, Aspect Computer Corporation, today announced the launch of its Expressa-Ez line of computers based on the AMD EasyNow!(TM) platform design. ... "The Expressa-Ez PC helps make a user's computing experience less complex, and will help to open personal computing to a new audience," said Tim Wright, Director of Consumer Segment Marketing of AMD's Computation Product Group, "Expressa-Ez has taken advantage of what AMD envisioned when it developed the AMD EasyNow! platform design." Using features such as "Expressa Start", which removes the traditional boot up sequence, users spend less time waiting for the computer to boot. Thanks to Datalight Corporation's Legacy Free BIOS, the Expressa-Ez can be powered down with the applications open, and when the unit is powered on again, in less than 15 seconds, the user can return to the applications at exactly the same point. "The Expressa-Ez is specially designed to create an efficient working environment that is easy to set up and use. The Expressa-EZ is also 'Internet ready' with everything that a user would need to get connected to the Internet. This is quite a revolutionary machine," said Frank Schwartz, VP of Product Development, Zoom-Tek, LLC ... For more information visit: expressa-ez.com and click on Products. ______________________________________________________________________ Here is another link related to the New Flash Fab. I know that links to New Fab announcement were posted on this thread, but I'm re-posting it just as a reference: biz.yahoo.com From this article, we can safely conclude that, AMD would have additional Flash revenues of $100M in Q2'01, $160M in Q3' 01, $260M in Q4'01, and $280M in Q1'02, based on 13M, 26M, 39M and 52M additional 16M flash capacity in Q2'01 - Q1'02 respectively from this new plant. Goutama PS: I like the AMD volume today. I won't be surprised if AMD ends up in green before the end of today's trading day. PPS: I started working on the epscontest site and will be ready to start AMD Q2'00 epscontest on the coming Monday (May 30)

To: Yougang Xiao who wrote (112127)	5/23/2000 4:44:00 PM
From: tejek	Read Replies (3) \| Respond to of 1571040

As the company attempts to launch two new derivatives of its Athlon microprocessor, Thunderbird for high end applications, and Duron (formerly code named Spitfire) for low end applications, the company has become constrained by the availability of core logic chipsets from its Taiwan suppliers Via, Acer Labs, and SiS. Consequently,we believe AMD is highly unlikely to ship more than its official guidance of 1.8 million Athlon microprocessors in the June quarter, which should provide some incremental opportunity for Intel. The problem with chipset availability and the conversion to Socket A is turning out to be a much bigger problem than some thought on the thread. I hope it doesn't cause AMD to loose its current momentum overall. ted