Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: greg nus who wrote (27374)	12/31/1997 1:30:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1573505

Greg - Re: " Have you found anything else you would like to critize me for??? Anything else you need to get off your chest." You were blowing smoke about trouble in Intel's fabs at the exact time that AMD's FAB 25 was suffering extreme yield depression. AMD's profits and stock went into an immediate tailspin. Concurrently, Intel executed a flawless ramp up of their 0.25 micron process across several wafer fabs. I know you are fond of sighting AMD's dummied up slides from their analyst dog and pony show. I suggest you go to Intel's web sight and download the slides that your neighbor Craig Barrett showed the next day at Intel's analyst meeting. Pay particularly close attention to the defect density slide (REAL DATA - not phonied-up photos) vs. time for Intel's 0.8, 0.6, 0.35 and 0.25 micron processes. Then, you can tell us all what you think - we will be waiting because Inquiring Minds Want To Know! Paul