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

To: Joe NYC who wrote (74551)	3/14/2002 9:48:08 PM
From: Elmer	Read Replies (1) \| Respond to of 275872

This sentence sounds scary: The first samples based on the Thoroughbred core and the 0.13-micron process should start shipping at the end of March. Well we know this isn't true. Fab30 was 50% loaded with .13u material in Q4 and AMD has "World Class Yields". Jerry told us so. They must already have about 5 Million TBs stashed away just waiting till they need them. The material AMD starts sampling at the end of this month will actually be the 5 Millionth and up material. Intel has foolishly been shipping .13u material since the middle of last year. Now they have nothing left but faster NWs. What fools! If they keep this up they won't lose any money for the 40th quarter in a row and AMD will will once again capture the red ink crown!!! I'm off to sell another pint of blood so I can buy some more AMD March Calls!!! EP

To: Joe NYC who wrote (74551)	3/14/2002 9:48:22 PM
From: ajbrenner	Read Replies (2) \| Respond to of 275872

Re:The first samples based on the Thoroughbred core and the 0.13-micron process should start shipping at the end of March. It seems that for whatever reason Tom's thought it was necessary to add the word "samples" to the original AMD press release. If these shipments where just samples would that leave enough time to transfer all production by the end of 02 as per AMD's release? amd.com ajb

To: Joe NYC who wrote (74551)	3/14/2002 10:09:48 PM
From: AK2004	Respond to of 275872

Joe amd is shipping for revenue, no matter how small it could be. I have seen specs of the motherbards that are tested with tbred - it would be hard to test something without having samples. and below is recent amd release and note that it is CeBIT announcement Regards -Albert Adv Micro Dv: Transition To .13 Micron Technology 2002-03-13 09:01 (New York) ADVANCED MICRO DEVICES INC ("AMD-BHDNPX3") - Transition To .13 Micron Technology - First Processors Expected To Ship By End Of This Quarter At CeBIT, AMD announced that it plans to begin shipping AMD Athlon(TM) XP processors codenamed "Thoroughbred" based on .13 micron technology to customers later this month. The move to state-of-the-art .13 process technology represents a significant evolution for the AMD Athlon processor family. With this transition, AMD expects its processors to deliver improved performance, lower power and smaller die sizes. "AMD's leadership in manufacturing technology and outstanding design capabilities helps ensure that this small die will give us even more advantage in the future," said Bill Siegle, senior vice president and chief scientist, Technology Operations, AMD. "Our outstanding Fab 30 team in Dresden is already approaching mature yields for the 80mm2 'Thoroughbred' die." On .13 micron technology, the "Thoroughbred" core of the AMD Athlon XP processor is approximately 38 percent smaller than the current AMD Athlon XP processor on .18 process technology. "Our closest competitor's most recently announced processor on .13 micron technology is nearly 83 percent larger than AMD's .13 process solution," Siegle said. "Moving to .13 micron technology will enable us to produce higher-performing products while lowering costs, putting us in an even stronger competitive position." By the end of 2002, AMD expects that all of the AMD Athlon processor family will be produced on .13 micron technology. AMD also expects to begin shipping its next-generation processor codenamed "Hammer," which uses a silicon-on-insulator (SOI) version of the .13 micron technology, at the end of the year. About AMD AMD is a global supplier of integrated circuits for the personal and networked computer and communications markets with manufacturing facilities in the United States, Europe, Japan, and Asia. AMD, a Fortune 500 and Standard & Poor's 500 company, produces microprocessors, flash memory devices, and support circuitry for communications and networking applications. Founded in 1969 and based in Sunnyvale, California, AMD had revenues of $3.9 billion in 2001. (NYSE:AMD). AMD on the Web For more AMD news and product information, please visit our virtual pressroom at www.amd.com/news/virtualpress/index.html. Additional press releases are available at www.amd.com/news/news.html. Cautionary Statement This release contains forward-looking statements, which are made pursuant to the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements are generally preceded by words such as "plans," "expects," "believes," "anticipates" or "intends". Investors are cautioned that all forward-looking statements in this release involve risks and uncertainty that could cause actual results to differ materially from current expectations. Risks include the possibility that the company will not continue to be successful in ramping production of its highest-performance AMD Athlon processors on .13 micron technology in Fab 30 in Dresden, Germany; that the company will not ship the AMD Athlon XP processor based on the "Thoroughbred" core on schedule; that the company's transition to .13 micron technology will not deliver the anticipated level of improved performance, lower power and/or smaller die size; and that the company will not ship the "Hammer" processor on schedule. We urge investors to review in detail the risks and uncertainties in the Company's filings with the United States Securities Exchange Commission. AMD, the AMD Arrow logo, and AMD Athlon and combinations thereof, are trademarks of Advanced Micro Devices, Inc. Other product names used in this publication are for identification purposes only and may be trademarks of their respective companies. TEL: (512) 602-0449 Laureen Chernow (PR), AMD E-mail: laureen.chernow@amd.com TEL: (408) 749-3127 Toni Beckham (IR) ______________________________ ___________________________________________________________________ (c) Market News Publishing Inc. Tel:(604) 689-1101 All rights reserved. Fax:(604) 689-1106 MarketbyFax(tm) - To get the NEWS as it happens, call (604) 689-3041. Provider ID: 00000087