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


To: Yougang Xiao who wrote (27922)1/16/1998 12:11:00 AM
From: StockMan  Respond to of 1573089
 
Yougang,
Re -- Historicaly, AMD has done well based upon this model.

How many processors were manufactured on the .5 and the .35? If this is AMD's version of doing well, I am not surprised at where they are.

Stockman



To: Yougang Xiao who wrote (27922)1/16/1998 12:16:00 AM
From: Paul Engel  Read Replies (1) | Respond to of 1573089
 
Yougang - Re: "the head of SDC has been assigned to Austin to run the facility for the next year. "

I guess "heads" are rolling at AMD (to Austin, at least).

Paul



To: Yougang Xiao who wrote (27922)1/16/1998 12:54:00 AM
From: Yousef  Respond to of 1573089
 
Yougang,

Re: "What are your comments regarding the response, particularly, 1 and 2?"

I don't have much to comment on item #1 other than my previous post on
AMD's process model ... and their problems transferring the .35um process
to Austin.

Re: "For the most part, equipment is not the issue. It is in the process, which starts with the mask set."

This is patently ridiculous ... the equipment is integral to the process.
In fact, not having equipment configured (from the same vendor) identically
can cause process recipes to be changed to achieve the same result. Intel goes
to great lengths to insure that equipment and process stay the same between
sites. The statement from AMD should "scare to death" a company like Compaq
who is counting on the exact same product (K6's) coming from either
SDC or Austin. Based on the way that AMD answered this question, I would
guess this means that SDC and Austin have different equipment!!

Re: " As the SDC has been consistently successful at its new technology launches, the head of SDC has been assigned to Austin to run the facility for the next year."

This is actually very troubling ... sounds good in theory, but not many
R&D managers know how to run a Fab. This could be a disaster in the making.
I would watch this closely.

Make It So,
Yousef



To: Yougang Xiao who wrote (27922)1/16/1998 1:39:00 AM
From: greg nus  Read Replies (2) | Respond to of 1573089
 
Xiao, Do you know the name of the head of SDC?



To: Yougang Xiao who wrote (27922)1/16/1998 1:39:00 AM
From: Robert Walter  Respond to of 1573089
 
Yougang & Yousef,

Here is the answer to Yougang question " specifically whether equipment at SDC and Fab 25 match each other?"

The answer is no, and here is a portion of a research report from
Sutro & Company, Inc. dated January 14, 1998

"K6 Yields Still Erratic. AMD continues to be plagued by an inability to
translate its success with 0.25m wafers at SDC (its sub-micron development fab)
in Sunnyvale to Fab25 in Texas. Even though Fab25 has more advanced (though
not similar) equipment, Fab25's yields at 0.25m and even 0.30m continue to be
erratic. "

Robert




To: Yougang Xiao who wrote (27922)1/16/1998 4:07:00 AM
From: Investor A  Read Replies (2) | Respond to of 1573089
 
Does "Intel Inside" Matter?
cmpnet.com

Of course, NOT! Only un-educated PC users would pay more for the slow Intel processors.