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

To: Yougang Xiao who wrote (25590)	11/6/1997 5:35:00 PM
From: Time Traveler	Read Replies (1) \| Respond to of 1579737

Yougang, AMD's K6 output in Q4: 1.6M (keeping two significant digits) at best (closer to 2.0M than to 1.0M). Migration from 0.35um to 0.25um: This is just an excuse. The 0.25um technology won't be fully implemented until the second half of '98 at best. The supposed fixed wafers are just rolling out of the production line, and to Jerry's very unpleasant surprise, the problem still exists (perhaps, diminishes). He cannot run a company based on hope and hypes and to be profitable at the same time. Sooner or later, it is going to catch with you! Good luck to all especially these very die-hard AMD investors. John.

To: Yougang Xiao who wrote (25590)	11/6/1997 10:15:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1579737

Yougang - Re: "Does this mean that AMD will produce in Q4 K6 close to 2 million OR just more than 1 million in Q3?" Yes, that's what it means. You must learn to understand Sanders-Speak. Paul

To: Yougang Xiao who wrote (25590)	11/7/1997 2:16:00 AM
From: Yousef	Respond to of 1579737

Yougang, Re: "Will the migration from 0.35 to 0.25 decrease K6 output?" In the short term, it is quite clear that changing the "focus" to .25um will decrease the supply of "shippable" K6's. The transition to AMD's .25um process will take about 6 months and at that time, I would expect to see an increase in output due to the smaller die size at .25um. However if the yields are like the .35um process, then AMD might have a hard time producing the 300mhz K6's. Make It So, Yousef