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

To: Steve Porter who wrote (74884)	10/10/1999 11:08:00 PM
From: Bill Jackson	Respond to of 1572946

Steve, Ah, a typical valley butterfly, refuses to be pinned down. Well, looking at Jerry and his nature I can see a desire to eat the world, thus keep dresden, get bigger, inflate the frog to the size of a bull and explode. Raza with a sound fabrication background would see the capabilities of FAB 25 and the expanding throughtput from smaller function size, .25-.18-.13-.08 and could see fab 25 being able to make all that AMD could design and bring to a fab.(assuming that the machinery to pass through these stages in installed) Going through those stages is a 16 fold increase in finished parts as the same yield. Increases in yield would increase this ratio. Even .25-.18 doubles the yield. So I suspect that Raza felt that AMD could not use the fab or equip it to each successive yield stage from generated income(from sales of CPus or sales of subsidiaries). This Dresden became a trophy fab, taking critical cash and not being useable by AMD. Reports of 15% of the FAB currenlt being equipped and staffed???, are they true. So AMD should have a partner. Jerry says NO! so AMD should sell it, Jerry says NO!. Characteristic Jerry ego in the way of rational thought. So Raza says goodbye. In the current state of fab shortage AMD should be able to make a deal with VIA or someone to use that excess space. Maybe they are waiting for the chapter 11/7 event...it will be cheaper. Jerry was never to quick or too bright in seeing the writing on the wall, time and again he has persisted in situation where he has eventually had to exit(after losing even more money). So Jerry lacks the ability to crunch the numbers and make decisions in advance...that means he needs to be hit in the face with it. Bill