Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.25

-3.1%

3:59 PM EST

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To: combjelly who wrote (62551)	11/7/2001 11:33:24 AM
From: semiconeng	Read Replies (1) of 275872

Yeah, apparently they did. But, if you look at slide 20, you get an idea of how fast the price goes up as the die size does. So I think your costs are still too low... They're also assuming Low Yield. That is ridiculous. Those yield numbers would not be considered to be manufacturable in any semiconductor manufacturing environment. Using those numbers to show that as die size increases, costs increase, and yield goes down, is valid, but since their actual yield numbers are way off from reality, their die cost numbers are way off base also. Semi

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