Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jim McMannis who wrote (39967)	10/24/1998 4:09:00 PM
From: Paul Engel	Read Replies (1) of 1573925

McMannis - Re: " I don't think we know that AMD is having trouble with yielding the K6-3 based on fault L2 caches but lets assume that in any ramp-up of new technology that there is a problem. AMD apparently KNEW (they planned the K6-2+ well in advance) that this would be a problem so rather than waste a bunch of wafers by trash-cannning K6-3s that have failed L2 caches they simple choose to introduce the K6-2+, the K6-3 disabled L2 cache. Since these K6-2+s are at the highest megahertz rating and will sell at an ASP of over $200, AMD can make a good profit despite the 117mm die size and higher cost...even if AMD has to disable the L2 cache in "good" K6-3 chips to fill orders. When the yields on good K6-3s reaches a certain point, AMD will simply start to ship them. "Purest" process guys like Elmer and Yousef are really missing the mark, IMHO. AMD is working around their ramp up problems. Same for K7. " =========== This Pollyanna AMD scenario is such a great story, why is it that AMD only sends the secret story to some guy holed up in southern Florida ? None of the other AMD investors or analysts or Jerry's Hollywood buddies have been given this "DOUBLE SECRET INSIDE INFORMATION" - so the stock is stuck at $17 7/16. Can you explain why only Jim McMannis gets the fantastic Inside AMD STORY? Paul

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next