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Politics : Formerly About Advanced Micro Devices

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To: Yousef who wrote (31603)4/9/1998 1:43:00 PM
From: Elvis  Read Replies (2) of 1573326
 
Hi Yousef,

I wanted to ask you a question about the following quote from the Prudential report that Albert posted earlier:

AMD Is Back In A Big Way The real story for AMD is its remarkable come back. AMD went from essentially not having a clue as to the nature of its K6 yield problems to nearly overnight yield improvements in both 0.35 and 0.25 micron geometries. Speed distributions also improved significantly by the end of the first-quarter.

Now I don't know anything about AMD's process or even process technology in general, but I have talked to a few people with experience in such things, and they all seemed to say that "overnight improvements" just don't happen.

So it seems like either AMD is lying (which I seriously doubt) or they have pulled off a miracle (which I also doubt). What do you think? Is there some other way to explain all of this? Thanks.

E.
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