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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.66-0.1%2:59 PM EST
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To: dale_laroy who wrote (38261)5/4/2001 12:10:42 AM
From: PetzRead Replies (2) of 275872
 
Dale, Assuming a 10% increase in percentage yield this would result in at least a 48% increase in units shipped per wafer...This would take AMD from 21.3% to about a 32% market share by the end of Q1 2003.

Can can't assume any increase in yield, rather a decrease, at the beginning of the 0.13u process. Therefore I think your conclusion is 1 to 2 quarters too optimistic.

Petz
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