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.

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

To: kapkan4u who wrote (13611)	10/12/2000 11:29:39 PM
From: RDM	Respond to of 275872

Hopefully AMD will increase their Athlon wafer starts to fully supply the demand for these attractively priced 1.2Ghz Athlons.

To: kapkan4u who wrote (13611)	10/12/2000 11:48:35 PM
From: milo_morai	Respond to of 275872

<font color=Red>order your 1200Mhz Athlon now! AMD Athlon ThunderBird Socket A 1200Mhz ( 1.2 Ghz ) CPU AMDK71200 $595.13 $595.13 All AMD processor comes with 15 Day OEM Warranty, Following options will allow you to upgrade to a better Ballbearing Fan and/or Longer warranty. (Per CPU) We will add your seletion to the invoice at the time of shipping Please select one : bzboyz.com Milo

To: kapkan4u who wrote (13611)	10/13/2000 2:28:24 AM
From: THE WATSONYOUTH	Read Replies (1) \| Respond to of 275872

1.2 GHz $492 1.1 GHz $371 1.0 GHz $283 950 Mhz $248 900 MHz $190 Well, if they produce 3 million Tbirds in Dresden in quarter 4 and sell all of them, they will be in excellent shape in terms of revenue and profits. Even with further deep discounts, they should average at least $200 for this array of parts. So.... is there a market for 3 million parts which average $200 and 1.05GHz? I think so. If they are targeting a mean 1.075GHz(not including guardband), with reasonable process control, there should be little or no product below 900MHz. I think they believe they will sell everything given this kind of discounting and thus just need to reach a certain production level and mean MHz to make the quarter. 3 million parts given 2500w/week seems very achievable as does the MHz mix. I wouldn't doubt they may run nearly all these wafers thru one exposure tool and RIE tool at gate level to minimize tool/tool variations. I guess the key is when they retargeted for smaller channel lengths to achieve the 1.2GHz bin split. If it was soon enough and high enough (say at least 1.075GHz) I don't see how they can not achieve their goal. At these prices, I do believe they will sell all they make (as Jerry has all ready said). I sincerely hope AMD has some sharp Process/Lith/ and RIE engineers that are constantly on top of the gate sector to ensure these jobs are channel length centered where they need to be to achieve the proper MHz mix. Good process control is critical. THE WATSONYOUTH