Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?

To: Pravin Kamdar who wrote (3777)	1/14/1998 1:56:00 AM
From: Yougang Xiao	Read Replies (1) \| Respond to of 6843

CC Summary: CC were conducted by CFO, Jerry Sanders and Ben Anixtor. Overall atmosphere was business like, not as somber as in Q3. CFO made brief intro, Sanders offered short comments, Anixtor commented on group performance and followed by Q&A. Here are the major points: 1. More than 10k 0.25u K6 shipped 2. Began 0.25u ramp at fab 25 3. First significant shipment of 0.25 K6 will be in March 4. Announce internal organization alignment today to enhance probability of 0.25 ramp success at fab25 5. 0.35 overall yield continues to be disappointing 6. Priority of supporting strategic customers (IBM, CPQ) both in their need for performance and volume is higher than (A) total unit shipment, (B) ASP, and (C) Short term profitability. 7 Due to little experience in Fab 25 with 0.25 process, therefore (A)difficult to predict unit volume increase over Q4, (B) difficult to predict qtrly volume with proper mix to return to profitability. 8. Smartest people work very hard to achieve success in 98. 9. K63D in Q2. 10. 5 of top 10 and 10 of top 20 boxmakers use K6 11. will add equipment at Fab 25 for expanding capacity, not to solve the yield problem 12. Q1 will be toughest due to ramp of k63d coincide with 0.25 ramp, emphasis will be on k63d. 13 expect crossover of wafer start (?) at Fab 25 by end of Q1 14 No K6 is sold under $75 15 Non Dresden related capital expenditure will be around 750 million in 98, cash will be used up in first half of 98 16 identified sources of yield defects, work to remove all defect sources. 17 IBM packaged, not fabricated K6 18. K7 to demo in Nov at MF, competitive with Intel's offering then. 19 More than 50% K6-233 produced in Q4, but customers need was less than 50% k6-233; Q1's 233 output will definitely higher than 50%. 20. K63D will be the emphasis of 0.25 production 21 No more K6 notebook customer near term due to tight supply. 22. 98 success depends on 0.25 ramp.