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Technology Stocks : Intel Corporation (INTC)
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To: combjelly who wrote (151604)12/7/2001 11:58:24 AM
From: Elmer  Read Replies (2) of 186894
 
Combjelly -

You can easily conclude AMD's yields are good by just reducing the number of wafer starts. The challenge has been to reconcile all of AMD's claims. They claimed 7.7 million units, good yields and capacity constraints. You can't have all three with 2 fabs and 10,000 wafer starts per week capacity. Something has to go. You want the capacity to be reduced to keep the yield numbers good. That will work but you're calling AMD a liar when they said they were constrained.

It seems the only point in dispute here is which claim was the lie.

EP
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