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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST
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To: wanna_bmw who wrote (59339)10/19/2001 3:51:52 PM
From: combjellyRead Replies (1) of 275872
 
"33% of the market is 57% more than they control now. "

Ok, look at it this way. According to the Colonel, there are 315 Tbred die on a 0.13 micron, 200mm wafer. So if all of Fab30's production was Tbreds, that means they could produce in excess of 20 million untested die in a single quarter. Now, not all of those processors are going to meet the grade due to a variety of factors, but even if 1/3 need to be dumpstered, that is 13 million a quarter. That would be somewhere in the range of 33% of a market with decent growth.
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