Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.59

+1.1%

Dec 3 3:59 PM EST

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To: hmaly who wrote (75521)	3/25/2002 11:33:35 AM
From: Elmer	Read Replies (1) of 275872

>>>There was more demand than Intel could supply in Q4 and still AMD couldn't sell out much more than half Fab30s capacity.<<< Okay, now that you admit that AMD was producing at half capacity, why not crunch the numbers again, using half the wafer starts and see what your yield figures are. You misunderstood. I meant AMD was producing at a rate of half the Fab30 capacity, assuming "World Class Yields" as Jerry told us and Jerry never lies, right? As for the rest, you obviously can't run the numbers on Intel's fabs because you don't know how they are loaded or what the die sizes are. No one can. That's the point so you obviously can't assume low yields. EP

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