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

To: MrBuzz who wrote (29194)	2/28/1998 9:09:00 PM
From: Deepak	Read Replies (7) \| Respond to of 1572811

AMD K6 Yield Issues Have Been Resolved Further details: - In January the K6 yield problem was resolved after some excellent failure analysis work which resulted in isolating the exact problem causing low yields for K6's in Fab 25 - K6 layout was reworked to improve margins for boundary conditions - Currently, rocket lots from Fab 25 are showing yields of >70% !!! - In 1Q98 more than 2.2MU K6 will be shipped, ~1.3MU shipped already - In 2Q98 AMD hopes to ship around 4MU K6 - AMD execs are euphoric but understand that Wall Street is skeptical due to their earlier blunders and so don't want to rush into releasing the good news - IBM agreed to the foundry arrangement only when AMD demonstrated good yields in the recent rocket lots - AMD process engineering folks are working hard to transfer K6 process to CS44 (.25 micron) so they can start producing >300Mhz K6's in volume in Q3 & Q4 - AMD believes that the rapid growth of the sub-$1000 PC market has given them a unique opportunity, which they never had before, to gain 30%-40% market share - AMD further believes they have really caught up with Intel on technology - both process and processor. Name of the game now is distribution, volume and production. So, they are really keen to work with IBM, Compaq and other vendors - Foundry arrangements with TSMC, UMC etc. are in the works This info is from my sources. I personally have made money on both AMD & Intel (and I currently hold shares of both) and so I don't have an axe to grind with any company. I do not work for any company mentioned above. Please note I did not make any stock recommendations. Use this info as you see fit. Good luck.