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Politics : Formerly About Advanced Micro Devices
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To: Cirruslvr who wrote (82979)12/14/1999 9:47:00 PM
From: kash johal  Read Replies (1) of 1572209
 
Cirruslvr,

Re:"notched gates"

Well its very plausible frankly.

Several analysts have mentioned only 1.5M Coppermines in Q4.

Intel should be yielding 150 DPW on this if yields are OK.

That translates to 10,000 wafers or approx. 2-3 days of wafer capacity at Intel's 4 megafabs. Even if Intel is only running 10% capacity at 0.18 micron - something is very WRONG.

BTW register had something about 533 speed grades going to the gulag - so it can't be a bin slit issues where tons of parts are yielding 500-600Mhz speeds.

For a company whose strength is excellence in manufacturing, high yields, superb process control - something does not compute.

regards,

Kash
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