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

To: Jim McMannis who wrote (55267)	4/12/1999 4:06:00 PM
From: Yousef	Read Replies (2) \| Respond to of 1572773

Jim, Re: "Intel just makes them look stupid." Jim ... AMD is quite capable of this on their own. <ggg> Remember the "manufacturing problems" on their .35um and .25um processes. BTW Jim, you and Scumbria did give me a good laugh with your "process conjectures" of K7 on .25um @ 1Ghz ... Very funny stuff. <ggg> Also Jim, I still have my "short" position ... Waiting for the "significant losses" this week. Make It So, Yousef

To: Jim McMannis who wrote (55267)	4/12/1999 4:59:00 PM
From: gbh	Read Replies (1) \| Respond to of 1572773

All indications are that K6-2-400s are yielding very well. Indications are that 450s and 475s are yielding reasonably well. Jim, thats news to me. I haven't seen them publicly state yet that the high speed yield problems are solved, for volume builds. In any event, life will again get very tough, very soon, as they try to transition to K6-3 and K7. These are both substantially larger die, given they will be built on the .25 process at least into next year. So in addition to fighting the process shift problem that is eating into their high speed yield, they will have the inherent problem of defect densities to drive yield down on the larger die stuff. There's always hope when .18 is mature. But thats at least a year away. Manufacturing is simply killing them. Gary