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Technology Stocks : AMD:News, Press Releases and Information Only!

AMD 203.76

-1.1%

Nov 21 9:30 AM EST

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To: Brian Hutcheson who wrote (3756)	1/13/1998 10:32:00 PM
From: James Yegerlehner	Read Replies (2) of 6843

I listened to the conf. call, and the thing that surprised me was Sanders' comment that 0.25 wafer starts in fab 25 are going to be displacing 0.35 wafer starts. This makes the ramp up of 0.25 riskier. I had thought that the 0.25 line would be in parallel with 0.35, not replacing it. A couple of other points I recall: 1. 0.25 units shipped from SDC is in the 10's of K, not 100s 2. First "substantial shipments" of 0.25 units from fab 25 will be in March 3. Most 0.25 production will be "chompers" = K6 3D. 4. No unit or yield predictions: they were wrong about predicting 0.35 yields so they won't even try to guess at 0.25 yields.

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