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To: Joe NYC who wrote (158513)2/12/2002 1:30:53 PM
From: wanna_bmw  Read Replies (1) of 186894
 
Joe, Re: "Can you run this by me again? Especially where you differ from my theory?"

You seem to be under the impression that AMD had 40% (or at least a large percentage) of their Dresden fab equipped with 130nm manufacturing devices. Here is what Bob Rivay had to say about it at the CC.

"We plan to increase our capital spending for the year by 20% to 850 million dollars. We will install 130nm capacity in FAB30 and switch all production over before the end of this year. We will complete FAB30 and install 130nm capacity on schedule this year."

It sounds to me like AMD really hasn't purchased much of the equipment that they need, and thus will be spending $850M throughout the year to acquire this equipment. Therefore, I believe that Dresden's 5,000 wspw were manufacturing Palomino and Athlon chips, but only slightly more than 7.8M die were produced for the quarter. The rest that weren't sold went into inventory. This means that AMD's yields are less than stellar, but they will improve die per wafer with 130nm manufacturing throughout the year, eventually doubling capacity. If you have the same theory afterall, then sorry about the confusion. I thought your position was slightly different.

wbmw
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