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

To: Paul Engel who wrote (70685)	9/2/1999 1:36:00 AM
From: d[-_-]b	Respond to of 1574039

Paul, RE: Fab contamination rumors If true, it puts the fab managers recent departure in a whole new light.

To: Paul Engel who wrote (70685)	9/2/1999 2:30:00 AM
From: Dan3	Read Replies (1) \| Respond to of 1574039

Re: A MONTH's WORTH of WAFERS in Progress... Paul, either they're six months away from production, in which case nothing but small quantities of prototypes and samples are being sent through, or all of that work was completed and they started full scale production a month ago. As optimistic as I am about AMD, I still doubt that they were far enough along to have already experienced a month of full production at Dresden. If they started volume production a month ago, even if they did hit a glitch, they'd be way ahead of where anyone expected. Dan

To: Paul Engel who wrote (70685)	9/2/1999 3:04:00 AM
From: Petz	Read Replies (2) \| Respond to of 1574039

Paul, you said "a lot of wafers." In FAB-speak, this is ONE LOT. If what you say is true, this is very serious. As a sanity check to this information however, it seems to me that since production out of Dresden was not supposed to happen until the end of the year, say, December 1, that wafer starts for the first production run should be starting no sooner than September 1, or today. How could AMD lose a month's worth of wafers, if production hasn't started yet? If production wafers started, say, mid-July, and the contamination was found mid-August AND the source for the contamination was eliminated, then there could still be some production in Q4. When you say "AMD lost A MONTH's WORTH of WAFERS in Progress," this must indicate that the problem was found one month after production started. After all, if the contamination was found less than a month after production started, then less than a month's production would be scrapped. If it was found two months after production started, then all two months of in-process work would have to be thrown out. If this story is true, I'm a little surprised that production started over a month ago. If its not true, you may find the SEC breathing down your neck. Petz