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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.91+0.9%Dec 5 9:30 AM EST

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To: fyodor_ who wrote (75448)3/24/2002 9:48:25 AM
From: ElmerRead Replies (2) of 275872
 
And, of course, you know for a fact that they started processing the wafers on day 1 of the quarter, right? ;-)
Btw, do the 8 weeks cover assembly and testing as well?


Add another 3-4 weeks for assembly & test.

The real point I've been making is not that Fab30 was really running all that .13u material in Q4. The point is that it wasn't running .13u material in Q4 despite the desperate claims made buy some Droids here and on the Intel thread. They were trying to explain the low output of Fab30 compared to it's capacity and assuming .13u material was far more palatable than facing the alternatives. Those alternatives were either yield problems or lack of customer demand, or both.

That's the joke fyodor.

EP
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