Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 246.76

-0.5%

Nov 14 9:30 AM EST

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To: pgerassi who wrote (66510)	12/28/2001 1:54:56 PM
From: whortso	Read Replies (1) of 275872

Re: "It seems you can't face facts! The numbers can be intuited from the sales for each bin. There are a number of sources for this information." That's a surprise to me. Where are the sources for sales of different speeds? Re: "Intel's yields even with higher yielding Celerons and P3s added in are still worse than worst case for AMD. Thus, the original argument that Intel's yields are worse than AMD's has yet to be denied by Elmer." Not true. He posted a detailed rebutal to that claim. Basically you guys are ignoring 30-40 million chip sets and intels total flash output. Re: "I estimate that the problem is the yields for P4 are much worse than either P3, Celeron or AXP." Well we're back to daaaaaa again. The P4 is much bigger. It's supposed to yield much worse. I see you can really post at length with no data to back you up. You have no volume numbers, no binsplit numbers, no product mix numbers, nothing but you have lots of conclusions. At least Elmer posts his assumptions and shows how he arrives at his numbers. Too bad you can't do the same. The Whort

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