Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.62

-1.0%

Feb 10 3:59 PM EST

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To: Paul Engel who wrote (8516)	9/14/2000 1:27:08 PM
From: Charles R	Read Replies (1) of 275872

<Re: "Does your "guess" take into to account the new test program put in place about a month back to cover the 1.13G test hole?" Yes - that is included.> Interesting! Though I have not heard recent numbers I would have thought the splits dipped below 5% again. <A casual reader of this thread, so colorfully endowed with SpryGuy's fantasies, would think that Dresden is shipping 2 million CPUS/week, all with speeds above 2 GHz. You're not going to tell me that SpryGuy has been wrong in his estimations, are you? > This thread may have some incurable-rose-color-glas-itis cases but it wasn't about the thread, Paul. It was about Dresden yields/bin-splits that got so much FUD over the last year. Does it pain you to accept that Dresden is yielding north of 70% with very little below 1 GHz (and these numbers are going to go much higher in the next few months due to Mustang/Palamino? Too bad for the longs, this company isn't getting its hands around the infrastructure issue fast enough to leverage its core/process advantage.

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