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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: that_crazy_doug who wrote (40)	7/6/2000 9:13:14 AM
From: manfredhasler	Read Replies (1) \| Respond to of 275872

Re: "... concerned about the status of Dresden." that crazy doug, Why not distributing the high end production near the production site? Not that I have something against the US. However I remember a post (no link available) that stated that about 60% of the AMD processors are sold in non-US countries. Instead of sending the production of Dresden back to the US it would make sense to distribute it in our region. Still, I could not yet find a 1 ghz Athlon with my PC vendor. Regards, Manfred

To: that_crazy_doug who wrote (40)	7/6/2000 10:45:05 AM
From: Cirruslvr	Respond to of 275872

Doug - RE: "You could argue it's a smart hedge to have both coming out of Austin in case there was a Dresden problem, or maybe that they're trying to build inventory of some of the 1.1s - 1.2s because they're going to do a new product release and all the faster chips are out of Dresden. Either way though, it's somewhat disconcerting to me that I haven't seen output from there yet." Remember that processors take about 10-12 weeks to go from wafer start to avaible product. When AMD released Q1 earnings in April, Jerry said AMD was at 500-600 wafer starts per week at Dresden. Since AMD has been ramping up Dresden, the Dresden-made processors that are available on the market right now were started mainly before April, when wafer starts were less. This month we should see much better availabilty of Dresden Athlons because what AMD started in later April and beyond will become available. Maybe this is one of the reasons AMD didn't release 1.1GHz initially... At the PC Expo, Ruiz said Dresden was running at 20% capacity (1000 wsw) and in the IBD interview, he said it is running at 25% capacity (1250 wsw). So when Q3 earnings come out, the market will be well flooded with Dresden Athlons. Does anyone else have other data points we can use to guage the ramp? If we don't see good availability of faster parts by the end of this month, which should be practically all made in Dresden, I would become concerned.