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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (42978)12/8/1998 12:26:00 PM
From: Brian Hutcheson  Read Replies (1) of 1573554
 
Jim , <initial poor yields>
That is what Intel investors are hoping . They assume that the competition never learns from the problems .
The opposite is true .
My sources inform me that yields are much better than they were on .25
We have proof that of AMD's learning curve from the difference in yield and speed ramp of the .25 over the .35 .
The "expert" analysts at the beginning of the year were saying that AMD would have more trouble with the .25 process because it was more difficult . Are these same "experts" , now ready to admit that they were wrong ,
Brian
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