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Technology Stocks : Intel Corporation (INTC)
INTC 36.82+1.5%Dec 19 9:30 AM EST
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To: Elmer who wrote (151611)12/7/2001 12:11:25 PM
From: combjelly  Read Replies (1) of 186894
 
"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. "

Personally I think that AMD resorted to building what they have orders for, plus a certain percentage. I suspect they also do have a significantly lower yield than Intel, if you define yield as the number of chips that test good and meet or exceed some minimum speed grade. So those lower bins wind up being keyfobs and dumpster filler. I don't think that Fab25 has been running at anywhere near maximum all this year. AMD was originally making noises about most of their sales being Durons, but Durons have never amounted to much more than half of their unit sales. Clearly the capability of making those chips had to come from somewhere...
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