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

To: dougSF30 who wrote (4025)	8/8/2000 6:28:09 PM
From: Mani1	Respond to of 275872

Doug re <<Mani, can't wait til you buy in again so we get some positive postings from you...>> LOL!!!!!! I guess I am having Kash syndrome. Mani

To: dougSF30 who wrote (4025)	8/8/2000 7:23:04 PM
From: Petz	Respond to of 275872

Assessing two month Willy delay: JC said this at jc-news.com : On Wednesday, allegedly, OEMs were informed that the Pentium 4 introduction will be delayed for a period of eight weeks. This will apparently not affect the "2000 H2" target for announcement -- it's more a matter of the intro moving from late Q3 to mid Q4 or from early Q4 to late Q4; the specific date details I do not have. Why? What's the reason for this supposed delay? Well, difficulty in meeting frequency targets was hinted (something about test samples being limited to 0.90GHz, which sorta keeps in line with the alleged 0.80GHz samples hanging about a couple months ago, but makes no sense given the intro speed targets), but is not substantiated enough for my taste... The flip side of this rumour is that the announced speed grades may be increased to 1.50GHz. This is, of course, up from 1.40GHz. The original intro date for Willy was supposed to be in September with limited availability starting a month later in October. A reasonable plan to meet that timetable would be as follows: Late June: start limited production run Late July: get early output rocket lots from production run and characterize Early August - Yields and Binsplits OK?: Start production at ~500-1000 WSPW level with minor process tweaks. This would be sufficient for between 0.5 and 2M Willy's in Q4 depending on yield. Early August - Yields and Binsplits not OK?: Allow 3-4 weeks to find the problem and do mask revs then go back to "Late June" limited production run, but with two month delay, so its really late August. In this case the 500-1000 WSPW production run won't start until early October meaning hardly any output in 2000. I think the early results were so bad that Intel decided they needed a mask fix. If they're doing a mask fix they might as well do some speedpath work also. That explains the comment that the intro speeds might be 1.5 GHz from the get-go. An eight week delay is about right for a final mask rev. The same thing probably happened in June '99 when the Athlon was supposed to appear, but didn't show up to almost September. Petz