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Politics : Formerly About Advanced Micro Devices

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To: greg nus who wrote (27374)12/31/1997 1:30:00 PM
From: Paul Engel  Read Replies (1) of 1573851
 
Greg - Re: " Have you found anything else you would like to
critize me for??? Anything else you need to get off your chest."

You were blowing smoke about trouble in Intel's fabs at the exact time that AMD's FAB 25 was suffering extreme yield depression. AMD's profits and stock went into an immediate tailspin.

Concurrently, Intel executed a flawless ramp up of their 0.25 micron process across several wafer fabs.

I know you are fond of sighting AMD's dummied up slides from their analyst dog and pony show. I suggest you go to Intel's web sight and download the slides that your neighbor Craig Barrett showed the next day at Intel's analyst meeting.

Pay particularly close attention to the defect density slide (REAL DATA - not phonied-up photos) vs. time for Intel's 0.8, 0.6, 0.35 and 0.25 micron processes.

Then, you can tell us all what you think - we will be waiting because Inquiring Minds Want To Know!

Paul
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