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To: Paul Engel who wrote (52557)4/9/1998 2:37:00 PM
From: blankmind  Read Replies (1) | Respond to of 186894
 
if you want to know about the .25um and amd, ask on the cymi thread. they are very knowledgeable and have discussed this previously.



To: Paul Engel who wrote (52557)4/9/1998 10:30:00 PM
From: Yousef  Read Replies (1) | Respond to of 186894
 
Paul,

Re: "I believe the problems are more fundamental than Sanders is letting on ..."

You could well be right ... And I agree there is something "fishy" going
on with the declining revenue (from Q4'97) and increasing manufacturing
costs (increasing COS from Q4'97). Makes me think that AMD is "throwing
away" a lot of silicon.

Regards,
Yousef



To: Paul Engel who wrote (52557)4/9/1998 11:48:00 PM
From: blankmind  Read Replies (1) | Respond to of 186894
 
here is one response from the cymi thread:

exchange2000.com

They had a lot of problems on 0.35um, but claim to have solved them on the new process. The vast majority of finished wafers that came out of fab 25 in Q1 were 0.35, while at the same time they continue installing 0.25 equipment. This is most likely responsible for the flat unit numbers.

Bob


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