Advanced Micro Devices - Moderated (AMD) Message Board

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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: Ali Chen who wrote (75619)	3/26/2002 1:58:34 PM
From: hmaly	Read Replies (4) of 275872

Ali Re...Please visit at least the layman-investor-level icknowledge.com; I read over the PDF however there wasn't a step called wafer sort. However there was a step called wafer test, on pg. 10 which appears to be the step Elmer calls wafer sort. Your article, and Elmer both state that DD is largely determined by particle size and concentration. However Yousef said that DD often have a pattern, which would imply imperfections in the process, rather than particles randomly contaminating x no. of die/wafer. What I am trying to determine is why Elmer feels AMD would have more of a particulate contamination problem than Intel. Don't both buy close to the same filters and use close to the same clean room processes. In particular, if AMD did have a DD problem, couldn't AMD simply upgrade the clean room and filtering system; whereas Intel needs to downsize the die in order to improve yields. Isn't it easier to improve the clean room, and could be done with readily available equipment, whereas Intel would need to redesign the P4. In short, why the FUD, if AMD's problem , if it exists, is easily correctable.

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