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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (26444)	12/5/1997 12:50:00 AM
From: Petz	Read Replies (2) of 1573937

Elmer, your explanation of AMD's Q&A department causing a four month delay in boosting Vcc is ludicrous and claiming that this is the primary reason for an increase in K6-233 parts from 15% to >50% is untenable. 1. Increasing Vcc by 0.1 volts could not possibly affect the speed bin for that many processors. 2. The list of motherboards that support the 3.3v version is mostly made up of brand new mb's that didn't exist four months ago. It, and the list of fans is quite short, and converting any significant percentage of production to 3.3 volt parts would result in a stockpile of waste. 3. How is it that Jerry and AMD Investor Relations predicted exactly when the yield problem would be solved? (They said early November and it happened early November) Answer: They knew this because early November is when the mask change would reach the packaging stage of production. For your analysis to be correct, Jerry and Company would have to predict exactly when the Q&A department would "stop working," as you put it. 4. The premise that a K6-233 at 3.3 volts cooled according to the specifications shown in the spec is less reliable than a K6-233 at 3.2 volts is fallacious. A K6-233 at 3.3volts using one of the 3 or 4 fans in the spec runs at the same case and PN junction temperature as a K6-233-3.2v part using a less capable fan. There is no difference in reliability, only a small cost for the fan. A more likely explanation is that in the midst of the speed bin problem (15% K6-233's, now >50%) AMD spoke to some Tier 1's who were using superior motherboards and fans, and who wanted more K6-233's than AMD could deliver. These Tier 1's welcomed the opportunity to get 233's at the K6-200 price (probably) and everyone was happy. As an AMD shareholder, I am very happy that AMD was able to satisfy their customer's needs at minimal additional cost to either AMD or the customers. The K6-233-3.3v is a total NON-ISSUE. DROP IT. Petz

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