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Politics : Formerly About Advanced Micro Devices
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To: Yougang Xiao who wrote (27888)1/15/1998 2:13:00 AM
From: Yousef  Read Replies (1) of 1572507
 
Yougang,

Re: "Assuming AMD taken steps as you suggested (their internal organization realignment recently announced), what are the odds for a successful 0.25 conversation at Fab 25?"

The odds on a successful conversion of Fab 25 to .25um will really depend
on a couple of things:

1) How well was the .25um process characterized in Sunnyvale before transfer.
Is this process running stable with Cpk's greater than 1.33 on all electrical
and physical parameters.

2) How closely does Fab 25 equipment match the equipment set in Sunnyvale.
This would be a good question for someone to ask AMD IR. This could give
us a real clue to the difficulty that might come up at Fab 25.

Re: "Do you think AMD's decision of fully going to 0.25 a RIGHT one?"

I doubt that AMD has much choice ... If you look at an earlier post where
I look at productivity and efficiency of employees, AMD ranks very low
in the metric of revenue$/employee/year:

Message 3139869

Thus, AMD has a couple of choices ... dramatically raise the ASP and thus
the revenue while keeping headcount constant. OR, dramatically cutting
headcount while slowly building revenue. To raise the ASP/revenue, AMD
needs to have a K6 in the .25um process for both notebooks and high-end
desktops/workstations. (They really need to get into the server business as well)
So to get the stock price back up to $40 - $50, AMD needs to bring the
.25um process on ASAP ... AMD won't achieve these stock prices by downsizing!!

Make It So,
Yousef
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