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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (107184)4/21/2000 10:17:00 AM
From: pgerassi  Read Replies (1) of 1573901
 
Dear Elmer:

Using their competitor AMD as a guide, who went from 5.7M in Q3 to 6M in Q4 and to 6.5M in Q1, Intel should be able to go from 31M in Q3 to 32.6M in Q4 and 35.4M in Q1. They only did 31.8M in Q4 and 31.8M in Q1 from CC. Ramp is what is not good. See previous message. I think it was planned for (They claim it will be fixed in the next quarter (it takes a quarter to produce the fixes in the first mask layers)) but not executed (the planned bin splits are much higher than the actual ones). The first fix was to fix overall yields and the last two were to fix the bin splits. The last two fixes have just not worked well enough.

Pete
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