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

To: Dan3 who wrote (20418)	11/25/2000 9:02:40 AM
From: andreas_wonisch	Respond to of 275872

Dan, Re: I recall a report that 80% of Dresden production is 1GHZ or higher, so I calculate 750,000 parts in the last 3 weeks. Let's assume that binsplits were a little bit lower in early Q3 so that we get overall on average 70% of production at 1 GHz or higher for the entire period until early November. That means in the last three weeks there were shipped approx. 600,000 Athlons from Dresden. With six weeks left and a steady ramp we get ca. 2 million Athlons for entire Q4 plus some Athlons from October. So these numbers are consistent with the data we got from the analyst conference if we assume there will be 1 million Athlons produced in Austin this quarter. Andreas