Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 37.28

-0.6%

Dec 16 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (151490)	12/6/2001 9:54:54 PM
From: Elmer	Read Replies (1) of 186894

Most people don't do the simple math - and realize that AMD's die yields STINK at 27% - whereas Intel's yields are 2X to 3X of that ! You may be right about this Paul but I'm trying to give AMD the benefit of the doubt. It's not easy but if we assume AMD is only devoting half their fab capacity to processors (why in the world would they do that?) then your 2x or 3x numbers don't work. However even under these highly improbable conditions the yields are still a disaster. There is no doubt their fabs are in deep trouble, at least to people who have knowledge of semiconductor manufacturing, but Intel's 2x or 3x yield may possibly be too optimistic, but then again they could be spot on. EP

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next