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

To: Yougang Xiao who wrote (113504)	5/30/2000 11:51:00 PM
From: Joe NYC	Respond to of 1574305

Yougang Xiao, First of all, thats to Albert for sending the this report "Classic" Athlon wafer starts have been converted over to Duron starts, while Thunderbird is ramping at Dresden. From this statement, I take it that that there are no Thunderbirds produced in Austin. We heard statements that there would be some Austin Thunderbirds. We will see... The risks in the shift have been substantial, including: 1) Conversion from a 0.25 micron to 0.18 micron process in Austin. 2) Ramping a new processor, the Duron, in the Austin fab in the new 0.18-micron aluminium process. 3) Ramping up the new 0.18-micron copper process in a new fab in Dresden, Germany. 4) Ramping up a new processor, the Thunderbird (which will inherit the name Athlon going forward). 5) Making sure third party chipset support was sufficient to provide the infrastructure for the processors to make their way into the market. As an example, Intel's approach is far more conservative. Intel only brings up old products on new processes, then new products on new processes, followed by new fabs This is a good summary of challenges facing AMD. It's very encouraging that AMD is able to handle all these projects so well. Joe

To: Yougang Xiao who wrote (113504)	5/31/2000 12:14:00 AM
From: Cirruslvr	Respond to of 1574305

Yougang - RE: "AMD: Outlook on Manufacturing Ramp Positive" Thanks for posting that. It is good to see how very confident Salomon is after meeting with AMD. "The risks in the shift have been substantial, including: 1) Conversion from a 0.25 micron to 0.18 micron process in Austin. 2) Ramping a new processor, the Duron, in the Austin fab in the new 0.18-micron aluminium process. 3) Ramping up the new 0.18-micron copper process in a new fab in Dresden, Germany. 4) Ramping up a new processor, the Thunderbird (which will inherit the name Athlon going forward)." I can't wait until June!