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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (85407)1/6/2000 1:27:00 AM
From: kash johal  Read Replies (2) of 1572580
 
Elmer,

Re:"Kash, you know better than this. Are you really suggesting that Intel makes nothing but processors in it's fabs? Intel has to ship at least 2 other chipset components for every processor it sells. Add on the SRAMs for the Deschutes and Katmai products. Where do you suppose they come from? How about the microcontrollers? The embedded processors? The Flash product line? Network and communications? If Intel ships 100 million processors this year, that means they have to produce another 200 million chipset components as well. You still think their fabs should be able to crank out 60 million processors each quarter."

Elmer, AMD produces more than just CPU's at MEGAFLOP 25 as you know very well. And in mid year they produced 6M K6's and only sold 4M had a 2M overhang as I am sure you recall. At that time Fab 25 wasn't fully facilitized.

In addition I just used AMD yield numbers in terms of CPU's per Fab. And I didn't even count the other 2 fabs (just used 10 in my counts).

I had heard that Intel has "much higher" yields so they should need less fabs. In fact Paul calculated AMD yield at 30% or so from MEGAFLOP. And Intels yields are allegedly north of 70-80%.

So Intel must be bursting at the seams and will smash all expectations.

How else do you explain it.

Or are you suggesting that Intel derives 80% revenue from processors and only uses 20% of its wafer capacity for such wafers.

PS: Be sure to post your Intel buys tomorrow.

regards,

Kash
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