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

To: Jim McMannis who wrote (82693)	6/17/2002 11:56:18 AM
From: Elmer	Read Replies (1) \| Respond to of 275872

At least now they have the .13u t-bred in production but it's yet to be seen if they can get sufficient volume going into the end of the summer using the quasi-fab of UMC. Do they have it in production? They said it was in production in Q4'01 and it wasn't. They said it was in production in Q1'02 and it wasn't. Why do you believe them now? EP

To: Jim McMannis who wrote (82693)	6/17/2002 12:20:06 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: it's yet to be seen if they can get sufficient volume going into the end of the summer using the quasi-fab of UMC. You've confused tbred with barton. Tbred is a dresden chip, not a UMC chip, and, unless you're expecting 5+ million hammers on the shelves this fall, Dresden will be starting as many tbred wafers for Q4 as they did Palomino wafers for Q2. Given the relative die size, we can expect up to 8 to 10 million tbreds out of dresden for Q4 (plus up to a couple of 100K Hammers). Barton from UMC is a Q1 next year product, for the time when Dresden is moving to being mainly a Hammer fab. If they ramp hammer to millions of parts for Q4, instead of fabbing mainly tbreds, AMD will be minting money - but I really doubt it will happen quite that fast.