Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: StockMan who wrote (28974)	2/26/1998 6:31:00 PM
From: Maverick	Read Replies (2) of 1574096

With this rumored deal, looks like your sure thing info about AMD's improving yields is BS after all. Mr. Stockman, for all due respect, I expect this from you. I stand by AMD's improved yield. Had AMD not discovered some subtle masking step mistake, the IBM deal would not materialize. The technical problem was not the 0.25 um process specific such as the deep ultraviolet photolithography. The IBM deal, if signed, would save AMD lots of money for not having to open another billion-dollar 0.25 um or 0.18 um fab to satisfy the demand. IBM has been an expert at submicron mfgr including the 0.18 um that AMD can hardly afford to build on its own. INTC has been successful ramping up their products because they made the same R&D team responsible for ramping up products. If one knows he/she has to carry the backpack, he/she wouldn't put rock in it. AMD has learned this lesson the hard way. I hope you join us soon capitalizing the AMD phenom at your own risk. Please let me know when you buy the first AMD shares and at what price. It's better late than never. Mid 20s is still a reasnable price. I couldn't wait to see you come on board. Regards.

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