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

To: Profits who wrote (28112)	1/25/1998 7:23:00 PM
From: Big Dog	Read Replies (3) \| Respond to of 1572336

Profits: You seem to very well informed about AMD. Could you inform me why AMD's yield rate of useable semiconductors per wafer is so low? Does the company follow ISO 9000 procedures? It would seem to me if AMD could correct the usable product yield rate to an acceptable 80-85% rate that the company's profits would explode upwards. Any information would be appreciated. Darrell

To: Profits who wrote (28112)	1/26/1998 12:17:00 AM
From: Kashish King	Read Replies (1) \| Respond to of 1572336

That's what you [Paul] always do. You try to cloud the situation with these stupid arguments. His arguments, stupid or otherwise, provide a meaningful backdrop to the plummeting AMD stock price from $49 to $18 so they are apparently not as stupid as you would lead us to believe. However, I would have no quarrel with that characterization being applied to the argument that a reduction in profit margins by a few percentage points was bombing prices to eliminate competition. Did you actually believe Intel would maintain those ultra-high margins in an increasingly competitive environment just to line AMD's pockets?

To: Profits who wrote (28112)	1/26/1998 12:29:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1572336

Profits - Re: "Things will change with the introduction of their new FPGA line." Many on this thread voiced nearly identical thoughts at this time last year to the effect that "Things will change now that AMD has the K6". Well, did they? AMD has Intel to fight in Microprocessors. AMD has BOTH Xilinx and Altera to fight in FPGA/Programmable logic. AMD will have severe problems making a dent in that area - very severe. The custom design problems, the software support issues, etc make this a more difficult game than making/selling socket compatible chips with millions and millions of "identical sockets" available. As you noted, AMD at one time owned 20% of Xilinx. They should have kept that investment and exited the PLD business - they would be further ahead today. Re: "You're knit-picking here." Hey - you began this by nit-picking Yousef's estimates of AMD's evaluation. Why are you so superior? You deem yourself the only one with relevant information on this topic? Paul