Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (28945)	2/26/1998 8:34:00 PM
From: Petz	Read Replies (3) of 1573927

The best type of combination with IBM would be one in which IBM gets rights to the K6 in exchange for IBM copper technology to be used on the K7 at 0.18 micron. Here is a stupid analyst quote from Reuters story: SoundView Financial analyst Scott Randall noted that AMD's production problems stemmed in large part from the fact that wafer yields -- the ratio of usable wafers after processing -- at AMD's plant were too low. ''If that's a design issue, you probably won't see a dramatic change with a foundry agreement with IBM,'' Randall said. ''In that case, people looking at this as a magic bullet could be jumping to the wrong conclusion.'' The comment is stupid because IBM wouldn't be talking about making the K6* if they weren't convinced the yield problems were solved. The fact that the ARE talking is proof that the yield problem.... ISN'T anymore. Petz

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