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Technology Stocks : Intel Corporation (INTC)
INTC 43.75+0.6%3:59 PM EST

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To: wanna_bmw who wrote (155858)1/16/2002 9:48:19 PM
From: Elmer  Read Replies (3) of 186894
 
AMD says they have *just* started production wafers. You don't *just* start with 50% of your fab capacity.

No you don't. And you don't produce only 4 million Athlons from a 5K WSPW fab with "World Class" yields, or good yields , or fair yields. It adds up to terrible yields no matter how you figure it. How is AMD going to suddenly bring up .13u when .18u yields so badly?

EP
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