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


To: Paul Engel who wrote (40860)11/5/1998 12:52:00 AM
From: Elmer  Read Replies (1) | Respond to of 1572644
 
Re: "If you'll recall, Cherry Sanders told the analysts in July (Q2 conference call) that the Sharpy chip was running in the labs."

Based on Jerry's statements to analysys, we are left with several possibilities.

1. Jerry lied about having working silicon. (No new ground being broken here.)

2. It is taking AMD 1 full year between first functional silicon and a manufacturable product when all that is being added is a SRAM array and an L2 cache controller. ( This is a given under any circumstances).

3. The yield is so poor that AMD would hardly ship any product should they commit to K6-3 wafer starts. (Quite likely)

3. Jerry Sanders is really an Intel plant and he is continuing to work his magic. (Not beyond the realm of possibility)

4. All of the above.

EP



To: Paul Engel who wrote (40860)11/5/1998 6:47:00 AM
From: Maxwell  Read Replies (1) | Respond to of 1572644
 
High Priest:

<<Even with low yields, they could still ship a few parts and fib to the world that demand greatly exceeds supply.>>

Now I know why you want AMD to ship Sharpy. Yield of BIG DIE CeleronA
must really sucks big time. And price is dropping too. Damn with a
big die and a fat cartridge INTC engineers must be loving making $100
a pop.

Maxwell