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

To: Petz who wrote (38271)	5/4/2001 12:37:21 AM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

"Can can't assume any increase in yield, rather a decrease, at the beginning of the 0.13u process. Therefore I think your conclusion is 1 to 2 quarters too optimistic." Probably correct however, AMD claimed that the reason they were making such a rapid transition from 0.25-micron to 0.18-micron for Athlon was they could get double the yield per wafer at 0.18-micron as at 0.25-micron. The 0.25-micron die size was 184mm2, while the 0.18-micron die size was 102mm2. If the claim of double the yield per wafer was accurate, this would imply a 10% increase in percentage yield fresh out of the starting gate. Nevertheless, the point was that AMD can at no time exceed 32% even with both Fab25 and Fab30 operating at full ramp to 130nm (excluding a huge increase in percentage yield) and that even if they were to reach 32% at the end of Q1 2003, their market share would drop to 22.5% by the end of 2003 due to capacity constraints (28.2% with 20% of units being outsourced).

To: Petz who wrote (38271)	5/4/2001 12:44:01 AM
From: Tomcat	Read Replies (1) \| Respond to of 275872

NEW YORK (Reuters) - Dell Computer Corp. (DELL), which recently emerged as the world's No. 1 personal computer maker, will be merciless in managing costs and will consider more layoffs, a senior executive said on Thursday, as it keeps the heat on a price war to seize market share. With Dell's aggressiveness lately, does anyone think that HP, CPQ, or IBM might be more tempted to do something different like ship a commercial desktop with a Duron or an Athlon inside.