Advanced Micro Devices - Moderated (AMD) Message Board

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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: pgerassi who wrote (28363)	2/13/2001 7:52:14 PM
From: fingolfen	Read Replies (1) of 275872

Actually your defect density numbers look pretty good... and have at least some basic in real thought. I'd also say you know a heck of a lot more about semiconductor yield than the analyst in question... You do, of course, set yourself up a nice straw man, since you well-know neither Intel or AMD publish yield numbers, or anything that could be used to easily calculate yield. Logic in some ways can be a bit less sensitive than SRAMs in that there is always open space for a defect to hit that won't kill logic, but will kill SRAM... The core of my point was that the numbers cited gave the strong appearance of being fabricated as the P4 "yield values" were roughly 50% of the P3 "yield values," and that there is nothing inherent in the Pentium 4 design which causes it to yield poorly.

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