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

To: Time Traveler who wrote (25593)	11/6/1997 6:56:00 PM
From: Petz	Read Replies (2) \| Respond to of 1579750

John, RE: Migration from 0.35um to 0.25um: just an excuse. You are most likely right that to Jerry's very unpleasant surprise, the problem still exists (perhaps, diminishes). With this being the case, they are making the right choice to dedicate more wafers to the 0.25 process and less to the 0.35. After all, which would be better: 1.8 million K6's with 50%, 30%, 20% at 166, 200, 233 respectively OR 1.6 million K6's (1.5 million with the same mix, but 60K at 266 and 40K at 300) It took six months to get 1.5M K6's per quarter production. If they do the same bad execution at 0.25 as they did at 0.35, there will be two to three times the production six months from now, since there are two to three times more candidate MP's per wafer. RE: it might not turn a profit for the period. The current Zack's estimate is only 0.05. Yeah, the AMD bulls and I tho't they'd do better but a few pennies is not the end of the world. Petz