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

To: Maxwell who wrote (31407)4/8/1998 2:26:00 AM
From: StockMan  Read Replies (1) | Respond to of 1576160
 
Maxy,
Re -- At 0.25um, K6 is a very competitive chip that can aggressively compete with Intel in terms of price and performance.

Until the yield problem surfaces on the .25u. They have so little production 10% of 1.5M = 150,000, that any yield problems will only surface when in full production.

AMD had an yield problem on .5u and .35u and soon they will have an yield problem on a .25u.

But there is always the .18u to bail em out.

Stockman



To: Maxwell who wrote (31407)4/20/1998 12:29:00 AM
From: Merlo  Read Replies (2) | Respond to of 1576160
 
Does anybody know why AMD went up 2 points Friday? Seems like
we're in a can't lose market. Is it just lady luck or is it
wild speculation? Where are the profits?


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