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

To: Shane Geary who wrote (55323)	4/13/1999 1:57:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1573208

Shane, Re: Fab 30 This is the big hope for AMD IMHO. If they can get anything running and yielding in Q3/Q4 then we will do very well. At 0.18 micron the K7 is under 100mm2 and so even at a few thousands of wafers/mo they should yield excellent volumes. The big question is the Cu process and wether it is remotely ready for production this year. The K7 at 0.25 micron is simply too big to yield well IMHO at fab 25 and particularly with the capacity crunch of yielding enough K6-III's. Regards, Kash Johal

To: Shane Geary who wrote (55323)	4/13/1999 2:00:00 PM
From: Burt Masnick	Respond to of 1573208

Re:"We don't foresee any major problems ramping up with the industry's most advanced process technology." Wow. I want to file that statement away and examine it a year from today. Now I see it so clearly. The more difficult the technological task at hand, the EASIER it is. How foolish AMD has been. Dinking around with today's difficult to achieve speed bins when tomorrows higher speedbins are inherently easier to achive. New processes are easier to bring up and tune then older ones. A new world order. To be fair what I think he is saying is that the newest generation of chip fab equipment is much more capable of holding its goal settings and presumably less likely to drift into regions of lower than desired yield. Good investing, Burt

To: Shane Geary who wrote (55323)	4/13/1999 5:45:00 PM
From: Yousef	Read Replies (3) \| Respond to of 1573208

Shane, Re: "December 1998 ... DRESDEN, Germany -- For a chip maker that nearly stumbled in its last major manufacturing upgrade, Advanced Micro Devices Inc. seems to have made it back into the race." Shane, Thanks for the "laugh" ... I had forgotten about that article. Hasn't there been 2-3 earnings warnings and a couple of "manufacturing problems" announcements since this article ?? <ggg> The biggest "laugh" is the line: "AMD hasn't settled on the low-k material it will be use, but barium-strontium-titanate (BST) and paraline compounds are candidates." But, I thought that AMD was going to be releasing the K7 using copper in '99. Not if they haven't chosen their dielectric, they won't. Make It So, Yousef