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Technology Stocks : Intel Corporation (INTC)
INTC 35.55-1.1%1:43 PM EST

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To: semiconeng who wrote (107571)8/15/2000 12:13:07 AM
From: Joe NYC  Read Replies (1) of 186894
 
semiconeng,

And you consider 48% Yield to be ACCEPTABLE?

No, by the end of my note I got to 50s, based on yours and Elmer's assumptions

Sorry, but Jerry Sanders doesn't strike me as announcing "Worst Case", and you know it

I am not sure how it strikes you, but I gave you my opinion.

Well baby, I got news for ya, those kind of yield numbers wouldn't even pay the bills. You can spin it any way you want to, but it still comes out that 50% yield is crap, and would be unacceptable to any modern Semiconductor Manufacturer. If my tools were producing 50% Yield wafers, I'd be fired. But like you said, you're no expert. I am.

I can come up with another set of assumptions resulting in 60 to 70% yield. What would it achieve?

You don't know what AMD's yields are. You may have some idea what Intel's yields are, but you can't post it. By the way, you are not be the first one who claimed inside knowledge. There were others, and some of them posted with a degree of smugness almost approaching yours only to be proven wrong later.

Joe

PS: Let's talk bin splits
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