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To: bananawind who wrote (40052)11/11/1997 6:39:00 PM
From: Yousef  Read Replies (1) | Respond to of 186894
 
Jim,

Re: "Speculate as to the possible nature of AMD's yield problems
and why they seem unable to solve them? Wouldn't the .25 process be even harder ..."

Yes, I have "speculated" as to AMD's yield problems ... most of these
are posted over on the two AMD threads. I have linked to a few of
these posts below.

siliconinvestor.com
siliconinvestor.com
siliconinvestor.com

Hope this helps,
Yousef



To: bananawind who wrote (40052)11/11/1997 10:44:00 PM
From: Paul Engel  Respond to of 186894
 
Jim - Re: "Could either of you speculate as to the possible nature of AMD's yield problems and why they seem unable to solve them? "

While AMD may indeed have some yield problems, I believe they are using this as a cover story for the lack of VOLUME CUSTOMERS.

They want to perpetuate the "erroneous" assumption that their K6 is in great demand.

I really doubt that.

Paul


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