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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (119120)	11/24/2000 1:25:49 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

I suppose AMD could ramp its .13 early and supply half the market starting in Q1 if they have indeed solved the polishing problem, in which case it might make sense for Intel to move quickly to P4 and give up 2/3's of its production volume, but I don't expect that to happen. AMD, Yada yada yada, I just don't see that stock getting much following, don't know what you all get so excited about. They dropped Mustang, the chip all you guys said was going to fill all kinds of gaps. They delayed SMP again. Hammers way out to 2002. Where's any good news for AMD? Tony

To: Dan3 who wrote (119120)	11/24/2000 6:09:22 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

ALibi Lewinsky !!! - Re: "I suppose AMD could ramp its .13 early and supply half the market starting in Q1 if they have indeed " What a HOOT !!! So Wrong - and SO OFTEN WRONG !! The company aims to start operating it 0.13 micron production line in December 2001 (not at the end of this year as we - doh! - reported earlier), theregister.co.uk AMD Dresden ships two million Athlons By: Drew Cullen Posted: 24/11/2000 at 10:03 GMT Today, we take a break from producing the Pentium What4 Times, to recall our other favourite CPU maker: AMD. The company said yesterday that cumulative shipments of Athlon chips made at Fab 30 in Germany have hit the two million mark. In September, AMD had shipped only one million units. The company aims to start operating it 0.13 micron production line in December 2001 (not at the end of this year as we - doh! - reported earlier), with the aim of getting chips onto the street early the following year. There's plenty of room for manufacturing growth still - and, judging from AMD's recent sales results, it doesn't need to search quite so frantically to find another company, such as Motorola, to fund expansion. Currently only 30 per cent of the floor space at Fab 30 is utilised. Today it has a manufacturing capability equivalent to 5000 wafers a week of 200mm wafers. AMD is targeting a utilisation rate of 50 per cent by the end of this year. Jim Doran, who runs AMD's German manufacturing operations, said the company's two factories (there's also a fab in Austin, Texas) would fully meet demand in 2003, while "taking aim at achieving a 30 per cent share in the x86 processor market", AsiaBiztech reports (it comes to a pretty pass when you have to read a Japanese site to find out what AMD is up to in Germany).