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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST
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To: Paul Engel who wrote (133969)5/2/2001 12:49:28 AM
From: Jim McMannis  Read Replies (1) of 186894
 
Paul,
RE:Clearly, AMD is having severe yield problems.
They have a brand new Fab in Dregsden - and can't produce enough CPUS - when fab equipment is cheap and instantly available?
Hmmmmmmmmmmmmm....."

That thought entered my mind but AMD shouldn't have a yield problem with Durons or K6-2s. I wouldn't expect UMC to out yield AMD on AMD chips would you?

I know you will know this one. What's the procedure for AMD to transfer some chip production to a third party fab? Like, drawings, masks, information etc?

Jim
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