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Technology Stocks : Intel Corporation (INTC)

INTC 42.85

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12:38 PM EST

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To: milo_morai who wrote (155845)	1/16/2002 8:31:42 PM
From: Elmer	Read Replies (2) of 186894

Elmer, you are not calculating 130nm Palomino runs or the Hammer run which is imminent. So your data is WORTHLESS. Milo, Hammer doesn't exist so nobody with half a brain would expect a nonexistent product to use up significant fab capacity in the past and any possible .13u production is something that will appear in Q1. Get a grip. The data is right in front of your face. Run the numbers for yourself. Assume "world class yields" of about 130 good die per wafer and see how many wafers AMD would have left over after only producing 4 million Athlons in Q4. It comes out to 2367 wafers a week from a 5K wafer per week fab that is now at 100%. Maybe AMD ran 2633 wafers in preparation for Hammer? EP

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