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Technology Stocks : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?

To: Dave Parr who wrote (2019)	11/7/1997 6:07:00 PM
From: Yousef	Respond to of 6843

Dave, Re: "Does this mean there's still a glimmer of light at the end of the tunnel???" Yes and it's another "train" ... the oncoming "train" is the .25um process. The .25um process will have a number of even more complex unit processes as compared to AMD's .35um process (DUV lithography, Shallow Trench Isolation, Thinner gate oxides ...). I firmly believe that if AMD can not solve the "relatively simple" problems at .35um, they will not be able to bring the .25um process to manufacturing on schedule. To make matters worse, the early published data on operating supply voltage and speed performance indicates that AMD's .25um process will not be competitive with Intel's offerring ... all the makings of a future "train wreck"!! Make It So, Yousef

To: Dave Parr who wrote (2019)	11/7/1997 8:06:00 PM
From: Petz	Read Replies (1) \| Respond to of 6843

Dave, RE:We are still confident that we can achieve the Q4 target of two million. Just my HO, but I think they might be reporting something that Baker said in Q2 or Q3. In the very least, this is a poorly written article. AMD has admitted that it won't hit K6 production targets for the second quarter in a row and that Q3 financial results are likely to be affected. Obviously, this is talking about the 4th quarter, not the third. Then it says, The company produced a million K6 chips during the quarter, Here its talking about the third quarter, but how would anyone figure that out? Another interpretation is that it is not totally impossible to produce 2 million K6's. How someone knows that in the UK but not in the US is a little mystifying though. Petz