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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.900.0%9:30 AM EST
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To: Elmer who wrote (71946)2/19/2002 2:57:19 PM
From: YousefRead Replies (1) of 275872
 
Elmer,

Re: "Additionally there is the yield problem at AMD. I know you don't agree
on that but that's my view."

This is probably very true in AMD's .13um process ... I have personally
seen the yield data for leading LowK foundries (TSMC, UMC). These
guys are struggling mightily to get better yield. There are also a number
of reliability issues to address as well. Some of these require
changes to the layout rules (LORs).

Make It So,
Yousef
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