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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Yousef who wrote (162601)	3/21/2002 10:31:58 PM
From: burn2learn	Read Replies (2) of 186894

Yousef, Are you walking away from this? I asked for facts and have yet get them. I may actually agree with you, but I don't like how this has been presented, especially with everyone being called a liar. You have made a statement about 300mm yields....back it up! Give the thread some real data. Data /Thread Standards should be consistent in the Intel and AMD worlds Yield Learning and Volume Manufacturing of High Performance Logic Technologies on 200mm and 300mm Wafers Yousef, I did not see any real data in that presentation. The beauty of that presentation is you saw what someone wanted you to see. Its amazing the twist in stories you can have based on what data you show and who you audience is. To me that presentation was nothing and still does not support the defect density "theory" posted earlier today. If the center / edge ratio is less and defect density is = 200 - 300mm then why on slide 27 does it show die yield matched? I would think that die loss due to defects would represent ~ 50% of total bad die. Does this imply that there is a higher yield loss due to process issues? I did not see a matched in-line defect example in the presentation. I'm not saying I that I think 300mm has issues, I am saying that the data provided on this forum today does not give the data needed to prove the defect density statements. I'm against posting hype without information to allow people to make sound judgments. To a layman I'm sure the posted data looks good, but to an expert it does not....misleading. I don't have inside information, but know enough to know the total story is not disclosed.

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