Wow - All great questions! You guys are really making me have to dig back in my memory, as the work on that amp was done so long ago.
First, I apologize for the hurky-jurky approach in which this modification was presented -- which is no ones particular fault. The backstory is that the presentation began life as private communication when the OP contacted me regarding HF stability concerns he had with his W4-AM, to which I then supplied him with the modifications I had developed for that model, which altered the NFB network, step network, and input network to address those issues. The success of that then led to giving him the rest of the modifications developed, that address LF stability issues and distortion reduction. The OP then approached me about making all of the modifications available to others by way of this thead, which resulted in the double schematic presentation, and posting my quotes from the private communication we had. So, the presentation was different, but the final (second) schematic does represent the accurate total modification developed for the unit. As to the specific questions presented then:
1. Randy -- The values you cite from the modified schematic are correct, and provide very good LF stability.
In general, the LF stability of an R/C coupled NFB amplifier suffers as the time constant (or poles) between the various coupling networks become closer together -- exactly as Tim eluded to. In the original design, there was a factor of just under 5 times between the constants of the two interstage coupling networks, which resulted in the very poor LF stability displayed by that design. With the modified design, there is now a factor of over 31 times separating the constants of the two networks, with the resulting improvement in LF stability that change provides.
As to why the spread in time constants was achieved as it was, it became merely matter relating to ease of execution. In any design using R/C coupling, blocking distortion becomes a possibility any point in the design if any grid reaches Eg = 0, and at any frequency. In any practical design of quality, this will almost always occur at the output stage, as it does in the W4-AM as well. In the W4-AM, when it does occurs, it particularly manifested itself at lower frequencies because the LF stability of the original design is so poor. As a basic point then, blocking distortion in an R/C coupled NFB amplifier cannot be avoided, but its effects can be greatly minimized (or nearly eliminated for all practical purposes) by the use of cathode bias at the stage where blocking can occur, and by designing (or improving in this case) LF stability to be of a very high order. The former effort acts like a shock absorber to limit the harshness of blocking distortion, while the latter seeks to prevent any uncontrolled LF instability oscillations from piling on to any blocking events that occur. Since the W4-AM employs cathode bias in the output stage, it merely became a matter of improving LF stability not only to directly improve that performance characteristic, but also to improve the effects of any blocking distortion events as an added bonus.
Since the effort then was to create the greatest possible spread between the time constant of the two coupling networks, this goal can be most easily effected by raising the value of the coupling cap at the stage employing the greatest grid return resistance value, and reducing the capacitance of the network employing the smallest grid return value, which is what was in fact done. With the first network's time constant being raised to the point of effectively being direct coupled in this exercise, it then became a matter of simply choosing a time constant for coupling into the output stage that worked well in conjunction with the other two significant LF time constants in the design (the output stage cathode bypass cap, and that of the output transformer), relative to achieving good combination of LF response, LF distortion performance, and LF stability. In the end, achieving a good combination of these (and other) performance characteristics is what separates a really great design, from the mediocre or poor designs, that seek to achieve one or two great specifications for the sake of the marketing department -- which is exactly what got the design of the original W-4 in trouble in the first place.
2. Tim -- Thank-you for your analysis of the modified design (always welcomed). To your points:
A. I've never worked with a real L63, but simply noted that as used in the original Williamson design, the 6SN7 is biased to draw needlessly excessive quiescent current, and so reduced it to a level that is more appropriate for the application, frankly as an aid to tube life and general heating of the amplifier and related components. That was my primary goal with the move, although it likely did produced a minor improvement in the distortion characteristics OF THAT STAGE. However, this is really a moot point, as in the original design, the driver stage is capable of delivering basically double the amount of drive needed for the output stage to develop full power output, so the major effect this move had on distortion reduction is basically limited to a portion of the driver output capability that was never used in the first place. As to adding a level of overload protection to the stage, the output stage is the first to overload in this design, with the driver grids not even needing 3 volts peak each to produce that condition. This is well under the bias level of that provided by even that of the original cathode resistor value for the driver stage, so yes, increasing the driver stage cathode bias resistor did improve overload protection -- but it was hardly needed in the first place. Rather, it was again, an added bonus as a result of addressing other aspects of the design.
As to Wright's work, I believe his findings are flawed, as the one huge element he did not address with his re-biasing work, is that by increasing the bias on all the "front end" stages, this significantly reduced the open loop gain (OLG) of the design. This has the effect of significantly reducing the amount of NFB applied after the loop is closed. Granted, he did readjust the value of the feedback resistor proportionately when he increased the value of the input stage cathode resistance, but the overall effect was one of notably reducing the amount of NFB applied.
It is important to understand that when incorrectly applied, NFB can be come quite ineffective, and even detrimental to the performance of an amplifier. Such was the case of the W4-AM that is the subject of this discussion. Note that by the modifications made -- which includes now bringing the NFB from the 8 Ohm tap -- the amplifier is light years more stable than it was, retains the vast majority of the frequency response displayed by the EARLY W-4 amplifiers, while also retaining most of the low distortion characteristics of the original design as well. I would invite you to check out what happened to the distortion and response characteristics of the late version W4 amplifier series, where Heath was forced to address the poor stability of the original design. To achieve a respectable level of HF stability, the distortion and response characteristics went right out the window compared to that of the original offering. It was a case of NFB not being correctly applied -- in either version. As well, note that the NFB coming from the 8 OHM tap has nothing to do with the popular notion that using the tap that is actually loaded to supply the NFB provides the best performance. In this case, using the 8 Ohm tap, supplemented by the HF characteristics available at the 4 Ohm tap, provides the greatest HF stability, regardless of which tap is actually loaded. I have found that properly compensated, it makes little if any difference which output tap is used for the NFB connection, and which is actually loaded. Relative to Wright's work then, my work strongly suggests that what Wright was actually experiencing was the effects of reducing the NFB (by way of reducing OLG), in a design in which it was poorly applied. In doing so, performance then actually improved, which he (wrongly in my opinion) attributed to the increased bias he applied to the front end stages. Interestingly, by his own words, the graphs Wright provides to support the improvement in performance his efforts produced do not even relate to the amplifier his text addresses at all, but merely "suggests" the level of improvement achieved! The performance data I supplied are all real numbers from my own Heath units modified as discussed.
B. The step work did in fact need to be that "severe", but with the new NFB loop, still produced a response that was perfectly flat to 20 kHz (down 1 db at 60 kHz), a very nice 10 kHz square wave form with good rise time and no ringing, and absolute stability: No amount of capacitance only loading would promote sustained HF oscillation. Importantly, the HF networks shown work equally well with both the Chicago OPT (as typically used on the early gray chassis units), and the Stancor transformer supplied with later units. Which leads to the final point, being:
C. The 220K shunt resistor shown across the plate load resistor of the "bottom" driver tube should only be installed in units with the Chicago OPT. For whatever the reason, there is an imbalance in these transformers requiring slightly unequal drive to each primary half to obtain minimum THD and IM distortion. I have noted this with a number of Chicago OPTs, as used in both Heath and Eico pieces. Most notably, the Chicago OPT used in the Eico HF-20/22/35 amplifiers displays the same exact imbalance, requiring the same amount of correction as well. This observation has been made in not just one or two of these units, but a few dozen anyway over the years -- each time requiring the same compensation -- such that I am entirely satisfied that it is a transformer related issue. In any event, the resistor should be installed as the OPT supplied so dictates.
I hope this covers it all!
Dave