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

To: wanna_bmw who wrote (73421)	3/5/2002 2:55:22 PM
From: Elmer	Read Replies (1) \| Respond to of 275872

It now has a M2200 Athlon scheduled for Q2 and a M2400 Athlon scheduled for Q3. Does this not represent a slip in the intended performance ramp? Not possible. Yields are fine and .13u is healthy. AMD is just stockpiling so they can surprise Intel. Why half of Fab30 was loaded with .13u material in Q4 so that proves everything is just fine. EP

To: wanna_bmw who wrote (73421)	3/5/2002 3:56:11 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Wanna_bmw, Re: It now has a M2200 Athlon scheduled for Q2 and a M2400 Athlon scheduled for Q3. Does this not represent a slip in the intended performance ramp? This slide has been used for some time (in fact for the last three presentations IIRC). While it is a slip from a previous roadmap (last seen in Q4 I believe) it isn't really news. But I have to admit that I made the same mistake when I saw this slide at the recent CC with Bob Rivet. Andreas