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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-0.5%Dec 31 3:59 PM EST

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To: Elmer who wrote (66906)1/2/2002 10:21:29 PM
From: hmalyRead Replies (3) of 275872
 
Elmer Re...Well trust old AlBErT to miss the meaning of the data. He's not the brightest bulb on the xmas tree<<<<<<<

Albert didn't miss what you seem to have missed. You say "Assuming a linear ramp, your 80% capacity for end of Q3 would average out to 70% over the quarter. " the article says "AMD Fab 30 employees have flawlessly executed an aggressive production ramp while achieving exceptional results," said Hans Deppe, vice president and general manager, Fab 30. " We're looking forward to reaching 100% production capacity at Fab 30 by the end of the year from our present level of approximately 60% while using the most advanced technologies." <<<<< At the time of the article, July 31st,2001, which happens to be 6 months ago, the utilization rate was 60% at the end of the quarter; which is a far cry from your guesstimate of 70% over the whole quarter; which means your figures are bogus.

In addition you seem to have missed this part.

. AMD's Fab 30 was recently awarded "Fab of the Year" by Semiconductor International magazine in recognition of being the first facility in the world specifically designed to produce microprocessors with copper interconnects. <<<<<<<

If the yields are so bad, why wasn't one of Intels fabs named fab of the yr. by semiconductor international. Apparently this organization thinks AMD's yields not only are just fine and dandy, but the best in the world. And you want to denigrate that with bogus figures. Get real.
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