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

To: Joe NYC who wrote (113126)	5/28/2000 2:49:00 PM
From: milo_morai	Read Replies (1) \| Respond to of 1573143

I hope it's all accurate. Milo

To: Joe NYC who wrote (113126)	5/28/2000 3:15:00 PM
From: Dan3	Read Replies (2) \| Respond to of 1573143

Re: The news is like the best case scenario that I expected, except about 20% higher, in just about every respect. Nice summary of the high points. It does sound a little too good to be true. 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 I agree. 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. Better yields and .18 to .15 shrink? 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. Some people are reporting 900 cores in 750 parts, so the current sweetspot could be as high as 900. If the move to copper is worth 10% it takes us to 1GHZ. Then the shift from .18 to .15 combined with a little speedpath work would make a 50% increase in the sweetspot to 1.5GHZ sound reasonable. Sledgehammer samples by year end I don't think anybody expected samples before the end of Q1 2001 the earliest This is a surprise if true. 130nm samples in Q4 2001: Again at least 1 quarter ahead of expectations. They showed .13 production beginning at the end of this year at last year's November CC. 70% yields: This is fantastic! I think the best guess has been 50 to 60%. Sanders keeps stating for the record that Dresden yields are better than Austin yields. Hopeful Regards, Dan PS - where do you think this would put the stock next month?

To: Joe NYC who wrote (113126)	5/28/2000 4:08:00 PM
From: Pravin Kamdar	Read Replies (3) \| Respond to of 1573143

Joe, I would like to believe that Thunderbird is at 1.5 Ghz with 70% yield, but common sense tells us that this is not possible. It's a wonderful rumor to dream about, though. Pravin.

To: Joe NYC who wrote (113126)	5/28/2000 8:52:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1573143

Re <<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>> To me this shows this is all made up dreams. 70% yields at 1.5 GHz? I say NO WAY. And now Motorola wants AMD to fab a totally a different core on a new process because of high yields in the Athlon core. Good fantasy but far from reality. Re <<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.>> Thunderbird will be introduced from 750 MHz to 1 GHz. AMD has made this clear in no uncertain terms, over and over. Mani