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To: Tony Viola who wrote (147167)	11/8/2001 1:52:09 PM
From: fingolfen	Respond to of 186894

So they don't even have first SI yet. That being the case, when would you guess they'll be shipping 0.13? Ouch! That's just not pretty. It's probably first production silicon as opposed to development silicon. I'd say mid to late Q1'02 at the earliest, and I'm not sure what volumes they'd have available...

To: Tony Viola who wrote (147167)	11/8/2001 2:21:33 PM
From: fingolfen	Respond to of 186894

The Street doesn't seem to be favorably impressed by AMD's call, they've gone from being up sharply in early trading to down...

To: Tony Viola who wrote (147167)	11/8/2001 2:31:08 PM
From: andreas_wonisch	Read Replies (2) \| Respond to of 186894

Tony, Re: [0.13 micron] Sanders said they are not in production, expect to see first silicon this quarter. You must have misunderstood Jerry here. Dirk said earlier that AMD already has working samples of Thoroughbred (0.13 micron Palomino) and that they plan to ship engineering samples to OEM customers this quarter. Production shipments will start in Q1, targeting mobiles first. Desktop will follow in Q2. AMD doesn't have first silicon on Clawhammer yet (maybe that's what you mean) but they expect to get it this quarter. "Real" samples will be available in the first half of next year. If you apply the rule of thumb that between first silicon and production shipments is at least a year, you can expect Clawhammer in very late '02 at best. BTW, overall I think the conference was quite positive on technology but disappointing on financials. Many had hoped (including me) that AMD would already turn back to profitability this quarter. Also it's disappointing that flash is doing so poorly while other flash manufacturers (e.g. SSTI) see growth this quarter. Andreas

To: Tony Viola who wrote (147167)	11/8/2001 2:40:01 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

So they don't even have first SI yet. That being the case, when would you guess they'll be shipping 0.13? They MUST have .13u silicon already. Intel has .09u silicon already although probably only in SRAM form now. Jerry must have meant production .13u this quarter. EP

To: Tony Viola who wrote (147167)	11/8/2001 2:44:04 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Tony here's what's showing up on the Dow Jones news wire: AMD said the outlook for flash memory going into 2002 remains uncertain, and the integrated circuit maker expects pricing pressures on related products to remain "intense." These conditions will delay the return to profitability until the second quarter of 2002, the company said. Cost cuts will help improve operating results in the second quarter and beyond, the company said. While the AMD expects "only very modest overall growth" in the semiconductor industry next year, it still sees new product and lower manufacturing costs leading to a profit in 2002. Advanced Micro Devices has been locked in a brutal price war with rival Intel Corp. (INTC), which has cut into sales for both companies. In October, Intel put fourth quarter revenue in the range of $6.2 billion to $6.8 billion, below analysts' view at the time of $6.8 billion. In the third quarter, Intel's operating earnings fell to 10 cents a share from 41 cents a share the prior year, hurt by pricing pressures and an industry slowdown. Advanced Micro Devices said its fourth quarter outlook otherwise remains unchanged from its earlier forecast of an operating loss for the period. New York Stock Exchangelisted shares of Advanced Micro Devices traded recently at $13.30, down 24 cents, or 1.9%. Bill Platt; Dow Jones Newswires; 2019385400 (END) DOW JONES NEWS 110801 02:01 PM