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Technology Stocks : Intel Corporation (INTC)

INTC 36.38

-1.3%

Dec 22 3:59 PM EST

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To: Paul Engel who wrote (150798)	12/3/2001 3:04:32 PM
From: Tony Viola	Read Replies (2) of 186894

AMD's Die Yields are only 27% Paul, much as we hate the expression "you outdid yourself", on that one, you did! Re: Computing an "average die size" is done simply by taking 50% of 104 + 40% of 120 and 10% of 129 (0.5104 + 0.4120 + 0.1*129) = 112.9 sq. mm. "in the aggregate" AMD executives love to use this expression - "in the aggregate" !! Great attention to detail throughout the post. A lazier guy like me would have done a SWAG on overall average die size instead of calculating it across all three chip types. Re: This is an APPALLINGLY LOW number and accounts for AMD losing money despite AMD having a big die size advantage over Intel - whereas Intel's IABG division was quite profitable this past quarter - Q3, 2001. AMD generally blamed ASPs for the quarterly loss, if I recall. Trying to recall Hector's words re yields during the Q3 end CC and their recent webcast. Nothing comes to mind right away, but I think they've been claiming good yields all along. ?!?! Tony

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