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

To: Jim McMannis who wrote (46396)	1/17/1999 10:25:00 PM
From: RDM	Read Replies (2) \| Respond to of 1573954

The abundance of 400 Mhz part is facilitated by the chip changes being in a late mask level. Aluminum layers of finished wafers may be etched off and reworked. The can allow the 10 week cycle time to be reduced dramatically by the reworking of work in process. I believe that AMD was shipping the fixed wafers in production within four weeks of the fix validation. The next major event, IMHO, is the FEB 24 announcement of the K6-3. Will it be offered at 450 and 500 MHZ? or just 450 Mhz? Who will the OEM list include? I personally do not care whether Gateway signs up. They are not key to higher ASP business. Between now and then AMD will fluate due to a balence between positive and negative market driven actions: 1. Brazil flu 2. Japan flu 3. Russian flu 4. Semiconductor market heating up 5. PC market heat up/cool down I believe that the spin off of Vantis will be good for the current AMD investors. AMD can use the cash. Analysts do not value highly Vantis as part of AMD. I believe the breakup value is more than the sum of the parts. I believe that the spinoff of the AMD business will take many months with a higher likelyhood when the semiconductor chip market begins to heat up as is expected late this year.