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

To: Joey Smith who wrote (55525)	4/14/1999 8:02:00 PM
From: Elmer	Respond to of 1576671

Re: "Only 5M units predicted for Q2....hmmmm. That's going to dissapoint some people. What happened to 5.5M units that were first predicted in Q1? I thought yields were completely fixed. " Yields have never been a problem as far as I can tell. The problem has been binsplit. People have been misusing the term "yields". The 5M number for Q2 probably reflects the larger die size for the K6-3 and the K7, although I don't believe claims of K7 production at this time. With the K6-3 yields could still remain good yet capacity goes down with the larger die. EP

To: Joey Smith who wrote (55525)	4/15/1999 12:04:00 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 1576671

Joey - RE: "Only 5M units predicted for Q2....hmmmm. That's going to dissapoint some people. What happened to 5.5M units that were first predicted in Q1?" I hope AMD is learning from their previous screw-ups - of raising high expectations and not meeting them. The 5M number is a number I think they can meet (I'm basing my guess on info about March's output, increased K6-3 die size, and increased FAB 25 utilization). This provides a little bit of room for an upside surprise in # made.