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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (40860)11/5/1998 12:52:00 AM
From: Elmer  Read Replies (1) of 1572630
 
Re: "If you'll recall, Cherry Sanders told the analysts in July (Q2 conference call) that the Sharpy chip was running in the labs."

Based on Jerry's statements to analysys, we are left with several possibilities.

1. Jerry lied about having working silicon. (No new ground being broken here.)

2. It is taking AMD 1 full year between first functional silicon and a manufacturable product when all that is being added is a SRAM array and an L2 cache controller. ( This is a given under any circumstances).

3. The yield is so poor that AMD would hardly ship any product should they commit to K6-3 wafer starts. (Quite likely)

3. Jerry Sanders is really an Intel plant and he is continuing to work his magic. (Not beyond the realm of possibility)

4. All of the above.

EP
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