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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Yougang Xiao who wrote (65373)	7/14/1999 9:21:00 PM
From: Yougang Xiao	Read Replies (1) \| Respond to of 1573857

A note on Raza: He was there for the CC. A analyst repeated asked questions on Atiq's resignation. Jerry initially answered the question by saying that a strong operational team is still in place at AMD Atiq is unique, hard to replace. Atiq first praised AMD's CPU design team as industry's strongest, followd by saying that K7 has great potential to be successful and AMD does have a strong operational team in place. When pressed again. Atiq emphasized "Personal reason" Jerry followed by saying that he will keep option open both inside and outside in terms of looking for replacement. Jerry returned from Dresdan yesterday and that's why we saw from statement that Atiq "looking forward to conversation with Jerry." All in all, his presense at CC and the tone he spoke do imply that he left on "personal reasons." Still, AMD will have a perception problem coming back resulting from Raza's resigination. The distinction is that, however: There is a management VACUMN. NOT a management TURMOIL should Raza resigned due to internal fighting.

To: Yougang Xiao who wrote (65373)	7/14/1999 9:43:00 PM
From: Mani1	Respond to of 1573857

Yougang, thanks for the welcome back and CC notes, here are a few addition, K7 is currently yielding very well, there should be no problem meeting demand. 1 million in the 4th quarter is not a "ceiling". "Tremendous" amount of K7's in 2000. Copper process and Dresden fab in general are doing very well also. Achieved yields on copper SRAMS are as high as ever observed on aluminum parts!!!! Good copper processed K6's already yielded. "Several major OEM's" will offer K7's, no problem getting design win for the K7 so far. AMD will not fight a (price) war it can not win. Many more positives in the CC, I for one will continue to hold mine, Mani