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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Yougang Xiao who wrote (53679)	3/30/1999 1:51:00 PM
From: kash johal	Respond to of 1572644

Yougang, Re: 10K report In the Motorola agreement it talks about a foundry agreement where Mot will supply wafers to AMD until fab 30 yields come up. Also Fab 25 is now equipped for 5K wafers/week up from 3-4K wafers per week in q4 98. So, that is at least somewhat promising. Regards, Kash.

To: Yougang Xiao who wrote (53679)	3/30/1999 2:06:00 PM
From: Tenchusatsu	Read Replies (3) \| Respond to of 1572644

Regarding Jerry's letter to shareholders. A couple of things I'd like to point out: At AMD, we define "winning" as gaining market share, and "success" as profitable growth. By these definitions, even though we are winning, we have not been consistently successful. More Clintonisms. So by their own words, AMD can claim that they have been "winning." What a bunch of bull. If some guy punched me in the face, but in the process bruised his hand, can I say that I won the fight if I define "winning" as causing any sort of injury to the other guy, regardless of my own injuries? Our "P3 Strategy" Seems like Jerry so obsessed with the Pentium III brand name that he is willing to mimic it with names like "K6-III" and the "P3 strategy." I wonder if people from Intel's marketing department find this to be rather humorous. We have commenced process integration wafer starts that will utilize copper interconnect technology resulting from this alliance, and we plan to qualify the process for production by the end of this year in order to generate revenues from Fab 30 in the first quarter of 2000. Correct me if I'm wrong, but I thought the first fruits of the Dresden fab will be coming late this year, not early next year. Is this another "slip"? Most importantly, how many people actually believe Jerry "We're winning, not succeeding" Sanders anymore? As usual, show me the money! Tenchusatsu

To: Yougang Xiao who wrote (53679)	3/30/1999 2:07:00 PM
From: Elmer	Respond to of 1572644

Re: "We plan to aggressively increase clock speeds over the 18-month period following introduction with a goal of achieving a clock speed of 1 gigahertz by the end of next year!" 1 Ghz by the END of next year??? What happened to 1 Ghz K7 early next year? More backpeddeling... EP

To: Yougang Xiao who wrote (53679)	3/30/1999 7:29:00 PM
From: Shane Geary	Respond to of 1572644

Re: "Production Capacity. We have completed the outfitting of Fab 25. This facility is now equipped to produce 5,000 wafers per week - 250,000 wafers per year - employing technologies with geometries of 250 nanometers and finer. Fab 25 is currently operating at approximately 80 percent of capacity." Why is Fab 25 running at only 80% capacity????? How much of Fab 25's capacity is dedicated to MPUs and how much to making Vantis stuff and SRAMs etc? The only reason that makes sense is that the fab is fully loaded on the MPU process, but it has about 1000 wfrs/week spare capacity for non-MPUs at the moment. The equipment for the non-MPU processes can be considerably different, but I thought they could manage better than 80%.