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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 238.27-2.3%10:54 AM EST

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To: Elmer who wrote (66429)12/27/2001 8:41:45 PM
From: fyodor_Read Replies (2) of 275872
 
Elmer: Still we are left with the undeniably low output of F30

Heheh… Of course, I'll continue to question your "undeniably low output" ;-). I just simply don't think it's lower than would be expected (although I am somewhat more skeptical now, since some of AMD's recent claims seem to contradict other recent statements, but I haven't had time to look up the references yet, so it could well just be a misunderstanding on my part) - or, at least, I haven't seen any convincing numbers pointing towards a low yield.

And, of course, there are AMD's repeated comments that "yields are fine, demand is great" or whatever ;-). (and not just "fine", better than Austin - and that was a year ago - now, they're even better).

-fyo
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