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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: AK2004 who wrote (28266)2/13/2001 11:02:40 AM
From: fyodor_Read Replies (3) of 275872
 
Yields of the P4 appear to be in the 35-40% range, while the P3 continues to average around 75-80%. Thus, simply saying that "all is well, just wait for 0.13 micron/300mm" is not going to cut it, as volume production on 0.13 micron is not something that is going to happen in earnest anytime in the next 12 months-more likely 0.13 micron is an early 2002 story.

(CREDIT SUISSE FIRST BOSTON CORPORATION)

OUCH! I'm sure a couple of people on this thread will... disagree... with the above claims.

-fyo
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