Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tejek who wrote (124720)	9/25/2000 11:59:41 AM
From: stribe30	Read Replies (2) \| Respond to of 1574707

Ted: re AMD and flash and how much they produce... I dont know.. thats a good question.. one you should be asking AMD IR about .:) Then again.. they are in a company quiet period.

To: tejek who wrote (124720)	9/25/2000 12:06:42 PM
From: combjelly	Read Replies (2) \| Respond to of 1574707

Flash and AMD Since those sold out announcements, Fab25 has gone from 5k wafer starts per week to 6k. How they did this is a good question, I have this image of scanners in the hallways and the lunchroom... In addition, as the K6 wafer starts are wound down, not all of them may be converted to Durons. With the yield and binsplits at the Dresden fab, there may not be many Tbirds coming out of Austin anymore.

To: tejek who wrote (124720)	9/25/2000 12:28:49 PM
From: Goutam	Read Replies (1) \| Respond to of 1574707

Ted, Re: < Exactly how much flash does AMD produce? After the last couple of contract signings, they reported that flash was sold out for the next 3 years. Now we have another 3 year contract signing. Must have found some flash over by the dumpsters. Not complaining, though...just curious. > I don't view this as HP suddenly decided to buy Flash chips from AMD. IMHO, HP may already have been using AMD flash in their products. I view this contract as HP securing the supply of Flash parts to support its needs for the next three years. At the same time, AMD is locking up Flash chips' sales to one of its important customers for the next three years. It's a win-win situation for both. There could be a some incremental upside potential each quarter from the sales of these parts to HP as HP designs in AMD flash into more and more of their printer and print server products. IMO, the more important thing from this deal is the relationship that this deal brings in between these two companies. This may lead to more business in other areas - eg: HP adopting more AMD CPUs in their systems. As Albert pointed out on the Moderated Thread, this deal will also alleviate some of the market's concerns over future prospects of AMD's Flash business. Goutama

To: tejek who wrote (124720)	9/25/2000 7:11:31 PM
From: ptanner	Read Replies (1) \| Respond to of 1574707

ted, Re: "Exactly how much flash does AMD produce? After the last couple of contract signings, they reported that flash was sold out for the next 3 years." 2Q00 CC had some info on how much flash production was committed. Try JC's transcripts - but I thought they had about 60-70% on long-term commitments and wanted to keep some free for other customers (smaller, spot, new products, etc.). -PT ps: Looked it up on JC's (http://www.jc-news.com/parse.cgi?pc/AMD/CC/2000Q2-vm) [Sudeep Balain, Chase H&Q:] Q: Yes, thanks, just one question on flash: how much of your total flash revenues are already selling for the contracts that you have - the long-term contracts? As a percentage - is this number, like, 60%, 70%, and eventually, will get close to 90%, 95%, or is it lower than that? A: [Rob Herb] Well, while we don't want into get exact numbers, the numbers are higher than what you mentioned. Q: You mean higher than the 60 I mentioned? A: Higher percentage. Q: Okay, great. Thank you. A: And those guys are asking for more. Q: And then you think, over time, the number goes to 85%, 90% or so? A: [Jerry Sanders:] Well, let me just interject - we definitely want to support our distribution partners with some product. So it's unlikely that we'd ever want to have it all go as contract business. Q: Okay, Jerry, thanks.