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

To: bacchus_ii who wrote (83027)	6/20/2002 8:39:41 AM
From: Dan3	Respond to of 275872

Re: That factory is also building Hammer products." A strange answer to my way of thinking. I'd have said the factory was building Hammer samples He could have meant that Dresden is also responsible for building Hammer products. Or, maybe they've started some pilot production wafers, but aren't expecting much from them - especially after the first production runs of Tbred appear to have been disappointing. Note that the same thing happened with Intel's first Northwood runs, but that was some time ago, and not unexpected. It's a bit hard to understand. Elmer has been telling us that AMD has been shipping product with .13 features for about 2 years, the move to .13 should have been a trivial re-layout (especially compared to Intel's).

To: bacchus_ii who wrote (83027)	6/20/2002 8:35:06 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Gottfried, Yes, that was an interesting comment about Dresden running flat out, building Happer products, and later saying that volume would not materialize until Q1 2003. The part that is curious is the running flat out, since AMD has not been selling that many processors, and my assumption is that the Hammer wafers starts should be limited initially. Could it mean that AMD is taking a risky route of producing higher volume of Hammers, hoping there will not be any late bugs? Joe