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

To: milo_morai who wrote (113125)	5/28/2000 2:23:00 PM
From: Joe NYC	Read Replies (4) \| Respond to of 1573134

Andreas (via milo) - Wafers: Currently 800 per week, ca. 200 CPUs per wafer - Thunderbird: Production at 1,5 GHz(!) since April in limited quantities, since May in normal quantities. Official introduction on June, 5th at Dredsen on a big press-event. The 1,5 GHz Thunderbird has already be sold to major OEMs. Samples of Thunderbirds > 1,5 GHz were also already produced. - Sledgehammer: First production-samples are expected at year's end at 130nm. Starting frequency will be over 1,5 GHz. - Yiels: Currently ca. 70% at 1,5 GHz(!). Because of these high yields Motorola has made AMD an offer to produce G4s for Apple in Dresden but AMD expects the fab to be 100% utilized for Athlons processors The news is like the best case scenario that I expected, except about 20% higher, in just about every respect. Wafers: I don't think anybody will be arguing with this. Going from 600 to 800 from early April to late may is very credible 200 CPU per wafer: That's better than most of us expected. Most of the calculations I have seen here extimated 100 to 150 CPU per wafer. Thunderbird at 1,5 GHz: Michael Kannelos on News.com predicted Thunderbird of up to 1.25 GHz at introduction. This is again about 20% better. Sledgehammer samples by year end I don't think anybody expected samples before the end of Q1 2001 the earliest 130nm samples in Q4 2001: Again at lieast 1 quarter ahead of expectations. 70% yields: This is fantastic! I think the best guess has been 50 to 60%. Joe

To: milo_morai who wrote (113125)	5/28/2000 7:50:00 PM
From: milo_morai	Read Replies (1) \| Respond to of 1573134

amdzone.com picking up on this 1.5Ghz post. Hope it's pretty accurate. Message 13790716 1.5 GHz Thunderbird June 5? Reported by: Jeff Tom At: 6:21 PM Source: e-mail Thanks to Paul Sundling for sending news that Silicon Investor AMD section has a post about 1.5GHz Thunderbird on June 5. Also chaudi sends word that the poster states that the poster says their will be a significant change to the announcement. As always, take a post like this with a grain of salt. You may want to use a translator. Here's a snip: I'm a long-time lurker of the AMD thread at Silicon Investor from Germany. I enjoy the thread and the information there very much. Because I don't have an account I'd like you to pass the following, very interesting information to the thread. If they are true it would be really sensational... The news are from a similar AMD thread at Wallstreet-Online (a German stocks site). You can found the thread at: (just use a translator like Babelfish)http://www.wallstreetonline.de/community/board2/ws/thread/14... id=10&offset= You'll also find the particular message enclosed (in German, see below). The information ist confirmed by two different sources at FAB30 and although it sounds unbelievable here's a summary of the most important points: Wafers: Currently 800 per week, ca. 200 CPUs per wafer - Thunderbird: Production at 1,5 GHz(!) since April in limited quantities, since May in normal quantities. Official introduction on June, 5th at Dredsen on a big press-event. The 1,5 GHz Thunderbird has already be sold to major OEMs. Samples of Thunderbirds > 1,5 GHz were also already produced. Sledgehammer: First production-samples are expected at year's end at130nm. Starting frequency will be over 1,5 GHz. Yiels: Currently ca. 70% at 1,5 GHz(!). Because of these high yields Motorola has made AMD an offer to produce G4s for Apple in Dresden but AMD expects the fab to be 100% utilized for Athlons processors. Kind regards, > Andreas Wonisch amdzone.com

To: milo_morai who wrote (113125)	5/28/2000 10:16:00 PM
From: steve harris	Read Replies (1) \| Respond to of 1573134

Milo, re:Dresden rumors I think it is bogus in my book. I imagine AMD and the SEC is looking for the poster. steve

To: milo_morai who wrote (113125)	5/28/2000 10:52:00 PM
From: crazyoldman	Read Replies (1) \| Respond to of 1573134

Hello Milo, Re: FWIW Scumbria I got this Email about Dresden. At the start let me state that I have no idea whether the 'German Rumor" is true or false. However, I have just been thinking some. Why did AMD decide shortly after the arrangements for the annual meeting were completed to ask shareholders to vote to increase the number of shares? I remember it seemed almost like an afterthought. Could it have been that the Board of Directers learned of recent spectacular news (from Dresden)? Also, if there's any truth to the rumors, I can't think of a better way for AMD to capture that 10th stubborn OEM than to offer a 1.5 GHz TBird. That would be an offer that would be impossible to refuse. Remeber how confident Jerry has been that AMD would retain MHz leadership this year? If the rumor is true, one can understand his confidence. The strange thing about all this is AMD is the kind of company where such rumors aren't necessarily unbelievable, i.e., they're fool'in around in the right area and who knows what those folks can (or can't) come up with. I do understand the prudence of remaining a skeptic and the truth will be known in a few days. Any thoughts??? Kindest regards, CrazyMan

To: milo_morai who wrote (113125)	5/29/2000 12:48:00 AM
From: kapkan4u	Read Replies (1) \| Respond to of 1573134

This is close to 100% nonsense. Kap

To: milo_morai who wrote (113125)	5/29/2000 1:46:00 AM
From: Scumbria	Respond to of 1573134

Milo, Kap appears to be an AMD insider. He says the rumor isn't true which means either that it isn't, or that AMD wants us to believe that it isn't true. Regardless, AMD did demo a 1.1 GHz T-Bird in February. The Dresden process should be considerably faster than Austin, so we should expect T-Bird to yield well over a GHz. We will soon know. Scumbria

To: milo_morai who wrote (113125)	5/29/2000 11:48:00 AM
From: Charles R	Read Replies (4) \| Respond to of 1573134

Milo, <FWIW Scumbria I got this Email about Dresden.> Looks like someone has taken two pieces of data - AMD is seeing some 1.5G product and Athlons are yielding at about 70% and put them together. Realistically, 1.5G volume production is probably 3-4 months away. I would be surprised to see a launch past 1.2 in June. Regardless of the speed bin distribution, there is simply no reason for AMD to push speed grades at this point - Intel has just gotten to 933 so why bother? Chuck

To: milo_morai who wrote (113125)	5/29/2000 9:36:00 PM
From: steve harris	Read Replies (2) \| Respond to of 1573134

milo, This innsbruck fellow sounds about as flaky as Yousef is. He appears to have started backtracking. Thanks to translator.go.com for the translation. ________________________________________________________ from Innsbruck share concerns 29,05,00 23:46:35: ADVANCED MIC.dev.dl, 01 1010369 rear people *** I repeat from current cause still times from my current Posting of 14:58:45 " the number specifications (70% yield, 800 wafer of 200) refer to the entire yield, thus also to only lower clockable CPUs. Beside circumstance that naturally by far all produced CPUs does not create 1500 mc/s (that was in relation already in former times in Austin like that and also with Intel always like that was) is also not said that AMD draufschreibt on each CCU, which creates now 1500 also 1500 (the latter is controlled under supply contracts and marketing politics)." * Here the correction announced yesterday follows to my Posting of Saturday: AMD does not have the original CPU Roadmap presumably MODIFIED!!!!! That means: Independently of the efficiency of the individual already processors produced to in the middle of May in Dresden will presumably bring AMD for aforementioned above reasons all this CPUs as 1100 mc/s to CPUs on the market and not as 1500 mc/s CCUS. ** This is however no reason for disappointment, because as I already yesterday suggested, diminish this message in no way that fundamentally positive meaning, which the News for AMD has. In the opposite: many comments - also on other boards - pleaded for a shipment of CPUs with a clock rate from for the time being max. 1000/1100 mc/s, since this marketing politics enable on a long-term basis substantially higher to yields for AMD. These rightfully critical voices probably turned out as correct and this can us all only too good come. We can be calmed down now that AMD has all Asse in the sleeve technically in relation to the competition and for itself and thus for us Shareholder can select ideal point in time for increases of the CPU frequencies freely. Greetings from Innsbruck, with the printout of the regret for this necessary rectification become. But thus Innsbruck is situated in its hit rate nevertheless still clearly better than usually Intel with their announcements, which means it? _________________________________________________________ von innsbruck 29.05.00 23:46:35 betrifft Aktie: ADVANCED MIC.DEV.DL-,01 1010369 Hi Leute * Ich wiederhole aus aktuellem Anlaá noch mal aus meinem heutigen Posting von 14:58:45 "Die Zahlenangaben (70% Ausbeute, 800 Wafer zu je 200 Stck) beziehen sich auf die gesamte Ausbeute, also auch auf nur niedriger taktbare CPUs. Neben dem Umstand, daá natrlich bei weitem nicht alle produzierten CPUs 1500 MHz schaffen (das war in Relation schon frher in Austin so und ist auch bei Intel immer so gewesen) ist auch nicht gesagt, daá AMD auf jede CPU, die nun 1500 schafft, auch 1500 draufschreibt (letzteres wird aufgrund von Liefervertr„gen und von Marketing-Politik gesteuert)." * Hier folgt die gestern angekndigte Korrektur zu meinem Posting vom Samstag.: AMD hat die ursprngliche CPU-Roadmap voraussichtlich NICHT GEŽNDERT!!!!! Das heiát: Unabh„ngig von der Leistungsf„higkeit der einzelnen bereits bis Mitte Mai in Dresden produzierten Prozessoren wird AMD aus oben angefhrten Grnden alle diese CPUs voraussichtlich als 1100 MHz CPUs auf den Markt bringen und nicht als 1500 MHz Cpus. **** Dies ist jedoch kein Grund fr Entt„uschung, denn wie ich schon gestern angedeutet habe, schm„lert diese Nachricht in keiner Weise jene fundamental positive Bedeutung, die die News fr AMD haben. Im Gegenteil: viele Kommentare - auch auf anderen Boards - pl„dierten auf eine Verschiffung von CPUs mit einer Taktrate von vorerst maximal 1000/1100 MHz, da diese Marketingpolitik langfristig wesentlich h”here Ertr„gen fr AMD erm”glicht. Diese zu recht kritischen Stimmen haben sich vermutlich als richtig herausgestellt und dies kann uns allen nur zu gute kommen. Wir k”nnen nun beruhigt sein, daá AMD produktionstechnisch gegenber der Konkurrenz alle Asse im Žrmel hat und den fr sich und somit fr uns Shareholder idealen Zeitpunkt fr Erh”hungen der CPU-Frequenzen frei w„hlen kann. Gráe von Innsbruck, mit dem Ausdruck des Bedauerns fr diese notwendig gewordene Richtigstellung. Aber damit liegt Innsbruck in seiner Trefferquote doch noch deutlich besser als fr gew”hnlich Intel mit deren Ankndigungen, was meint Ihr?