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To: Yousef who wrote (5681)4/22/1998 1:28:00 AM
From: Kevin K. Spurway  Respond to of 6843
 
Re: "It doesn't make sense that AMD can be transitioning to .25um with more good die per wafer while shipments are flat from Q4'97 to Q1'98. Something doesn't "smell" good at AMD."

Stop playing stupid. As I'm sure you're aware, it is POSSIBLE that AMD's results are explained by the fact that .25u wafers only started rolling out of Fab 25 at the very end of the quarter. Whether or not this is actually the case is another question entirely, one which is debatable.

Kevin


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