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

To: RDM who wrote (57541)	5/7/1999 12:37:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1581924

Re: "Of course there is tremendous upside. It could yield 60/wafer or more which would yield ($360 M) large profits for the quarter. This is a pretty fast ramp. With the .18 micron version of the K7 starting production during Q3 the numbers look sensational. They number of die per wafer increase from 30-60 to perhaps 200 or more. Q4 is going to be exciting! " True to AMD form. They haven't shipped DIE 1 yet and you have the .18u process qualified and in volume production in Q3 as a slam dunk. You guys never learn. You can flip foils all day and get your jollies while covered by your trenchcoat, but some day they are going to have to actually manufacture real silicon. The problems they will likely face won't go away with a new foil or CC, customers don't buy those, they buy real silicon. EP