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Technology Stocks : Intel Corporation (INTC)
INTC 37.89-0.1%3:59 PM EST

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To: Dan3 who wrote (111003)9/23/2000 4:02:04 PM
From: Elmer  Read Replies (1) of 186894
 
Re: "Hmmm, Intel sells about 32.5 million CPUs while AMD sells about 6.5 million, yet Intel manufactures 10 times as many"

Try again Dan. AMD hopes to manufacture 3.6 Million K7s in Q3. Intel manufactured ~32 Million CPUs in Q2, nearly all CuMines. No doubt more in Q3.

Re: "Does Intel have double the defect rate? Half the yields? Could you have been exaggerating a bit?"

I don't know directly what AMD's defect density is. I can only estimate from the anemic number of CPUs they are able to produce from 2 large fabs. I have very good reason to believe Intel's yields are in a class by themselves. It's pretty well known throughout the industry.

EP
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