Fred, Brian,
MO, the shortage of Motorola chips, which hurt Apple, indicates that there is a need for increased capacity,
which is obviously positive for our beloved AMAT.
The guys on the Intel thread that have a lot of experience with chip fab quantities, yields, etc., figured the 150,000 chips, or portion thereof, that Motorola can't supply Apple is a very small amount (even though it's huge to Apple today). One guy calculated that it's about 1 1/2 days worth of output for Intel. It's not a capacity problem, more likely scheduling or yield, at Motorola.
Tony |
