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

To: Kevin K. Spurway who wrote (30125)	3/23/1998 11:36:00 PM
From: Time Traveler	Read Replies (2) \| Respond to of 1570939

Kevin, Robert Stead represents the European arm of AMD. Are you saying the remote branch has more knowledge over the corporate despite he being the company representative of European operations. This is a very classic example of left hand not knowing what right hand is doing. I recall the representative of AMD's Asian operations did predict K6 flooding the market to grab a 30% share of x86 business. This time it is the European's turn. The high yield rumor is very fishy indeed. AMD cannot straighten out their yield on 0.35um due to very aggressive design rules as Paul has pointed out. Now, the disproportionally smaller K6 die size on 0.25um does demonstrate even more aggressive implementations of design rules. I am afraid it all does not add up. It sounds like some major shareholder(s) of AMD is(are) trying to dump its(their) position(s). This is real technology not an episode of lawyers' fact-twisting debate. John.

To: Kevin K. Spurway who wrote (30125)	3/24/1998 1:35:00 AM
From: SisterMaryElephant	Read Replies (1) \| Respond to of 1570939

Kevin, <"Production of the new chips will pick up steam in Q3, when AMD plans to manufacture 3.5 million K6 3D chips, followed by production of 4 million to 5 million in Q4, Stead said. By the end of the year, AMD plans to have reached production of 15 million K6 3D parts, or half its retail market processors for 1998."> Unless I am mistaken, there seems to be something wrong with the numbers given. If AMD will produce 15 million K6-3D by end of 1998, and Q3 = 3.5 mil and Q4 = 4-5 mil, and we know Q1 = none, then does this mean that Q2 production will be ~6.5 million? Did I misunderstand the quote? Cheers. SK