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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST

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To: Dan3 who wrote (65283)12/10/2001 2:05:38 PM
From: SilentZRead Replies (2) of 275872
 
>Intel is presently using 5 of its FABs to run P4, and 2 .13 FABs to run tualatin PIII/Celeron - total 7 FABs for CPUs. AMD is running 1 1/2 FABs, which means it takes Intel 4.5 times as many FABs to supply 3 times as many processors.

Am I overlooking something here? Aren't half or more of Intel's processors P4s? Isn't P4 on .18 micron something like 80% larger than Athlon? Wouldn't that explain it?

-Z (who thinks that both companies seem to have fine yields)
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