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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (38678)	10/7/1998 4:56:00 PM
From: Pravin Kamdar	Read Replies (1) of 1577807

Scumbria, I suspect Kumar is wrong. It's also hard for me to believe that AMD will be hitting the 400 Mhz mark in Q4, but I think there are several reasons to believe that they can. First, execution on the 350 was nothing less than stunning. Second, if 400 Mhz yields were really only 1%, the CC was a perfect opportunity for Jerry to start back peddling a little. Instead, he committed to hundreds of thousands of 400 Mhz parts in Q4. In addition, he stated that the 0.25u process has a lot of speed left in it. I don't think he would have said this if they didn't already have some insight into yielding at higher performance. Finally, he hinted that a 500 Mhz 0.25u part was possible in Q2. All of this leads me to believe that they have tweeked transistor parameters to yield significantly higher performance (than what they thought they could get six months ago). Is Jerry misleading us again? I don't think so. I think he learned his lesson last year. After the quiet period when they were fixing their process problems, they have delivered on the guidance that they have given. Kumar is really risking his reputation on this one. Let's hope he burns. Pravin.

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