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

To: dale_laroy who wrote (33623)	3/27/2001 10:01:45 AM
From: Neil Booth	Read Replies (1) \| Respond to of 275872

Strong US consumer confidence figures just came out (not that anyone really cares about the U.S., but anyway...) Neil.

To: dale_laroy who wrote (33623)	3/27/2001 10:03:23 AM
From: Dan3	Respond to of 275872

Re: Intel's 0.13-micron capacity will not be able to significantly impact AMD until Ireland begins to ramp Thanks very much for your response. Regards, Dan

To: dale_laroy who wrote (33623)	3/27/2001 10:06:00 PM
From: THE WATSONYOUTH	Read Replies (3) \| Respond to of 275872

Intel's 0.13-micron capacity will not be able to significantly impact AMD until Ireland begins to ramp, which is looking more and more like it won't happen until the second half or 2002. Well, I hope you are correct but if Intel can even partially execute on their plan, it may not be the case. Intel's original road map had F20 (I think the .13um development fab in Oregon) starting volume manufacturing in Q1. I'm now assuming Q2 with product to arrive early Q3. I think this is a 5000 or 6000 W/Wk size fab (Anyone??). As such, it would be able to deliver the entire requirement of .13um PIII laptop chips with capacity (easily 2000W/Wk) to spare. Excess capacity would go to .13um P4. I'm discounting F22 which is still under construction. Being a new fab with alot of new people, I think it may slip two quarters from the original plan of production beginning start of the third quarter. D2 is the Santa Clara fab which was scheduled to begin .13um production Q3. Let's say it slips a quarter and product is not delivered until mid Q4. I think this is a similarly sized fab. 5000-6000W/Wk. This would all go to .13um P4 production at perhaps 2.3GHz and 2.6GHz. Seems like Intel could have all the laptop requirements and the two highest speed grade requirements covered with these two fabs. What is AMD's answer in late Q 4 2001 and Q1 2002 if they have no .13um product? I don't see one. AMD can't be late to .13um unless they know Intel will be late as well. Now that may be, but I'm not counting on it. If ever Intel had to deliver on a schedule, it's now. The heat must really be on in the fabs. THE WATSONYOUTH