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kpf

10/22/07 8:57 AM

#50767 RE: Sarmad #50761

By the way, I don't see Dirk Meyer saying that the "tuning" was completed, and volume ramp has started. He talked of it as though it is still in the future. Does anyone see it differentlly ?
No. It is as you say imo.

However this was clear since December last year when Hector said "no significant financial contribution from Barcelona in 07". Randy Allen has put this in other words again in spring by saying "We'll have enough samples for everyone in the second half. Your diligent etail-watch for volume looks a bit like fighting windmills from this stance. ;-)

K.

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wbmw

10/22/07 10:36 AM

#50785 RE: Sarmad #50761

Sarmad, Dirk is full of it, but the truth in my eyes is that B1 was a broken stepping, while B2 fixes some major issues. So while you, the press, or the analysts will all be hard pressed to get Dirk to admit to a broken launch stepping, he'll still be happy to make up a bullshit story about tuning the design to the technology.
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Elmer Phud

10/22/07 12:09 PM

#50804 RE: Sarmad #50761

The issue has been simply one of tuning the design to the technology so as to support a high volume ramp.

Remember he explicitly said there was no manufacturing problem. That's like saying there is no health problem, we just have to get the heart pumping sufficiently to sustain life.