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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.32-0.2%3:59 PM EST
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To: AK2004 who wrote (78510)4/26/2002 6:50:40 PM
From: wanna_bmwRead Replies (2) of 275872
 
albert, Re: "of course there is a minor detail"

It looks like you also left out a "minor detail"

"it costs Intel about 55-60% more to manufacture a 300mm wafer versus a
200mm wafer but they get 240% more die per wafer yielding roughly a 30%
reduction in die cost."

So if you include the rest of the sentence - 240% more die per wafer - with "1.5-2.0 times better total yield on their processors", and I believe the statement, "negates the die size advantage of their closest competitor," makes a little more sense.

All it takes is the ability and patience to read until the end of the sentence.

wbmw
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