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Technology Stocks : Intel Corporation (INTC)

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To: Cirruslvr who wrote (107804)	8/20/2000 5:07:46 PM
From: Elmer	Read Replies (2) of 186894

Re: "Can you link the posts for me? I didn't read the posts from last week" Sorry but I don't have the links. I posted estimates and so did semiconeng. It goes something like this: How do you account for only 3.6 million K7s from Fab25 & Fab30 in Q3 and not conclude AMD has a yield problem? At 3.6 Million K7s with a backend yield of 95% that's ~3.8 million good die or ~290K per week. At the TTurd die size, 150 GDPW would constitute good yield (in my opinion). It's been stated that Fab30 is running at ~20% so assume 1000 K7 wafers per week. That would be 150K good die. Therefore Fab25 would be producing only 140K die from only ~933 wafers. For a fab with a 6000 wafers per week capacity, that's only about 15% going to K7s. Do you believe AMD is only allocating 15% of their Austin Fab25 to their bread n butter, high margin K7s? I don't. I think it is much more likely that AMD is suffering yield problems. Does this prove anything? No of course not but it does make one wonder. Another possibility is that Austin is yielding well and Dresden is in big trouble. Either way you can't have two big fabs yielding well unless K7s aren't getting many wafer starts. Equally unlikely. EP

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