Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 212.40

+3.0%

12:10 PM EST

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To: Elmer who wrote (78779)	4/30/2002 11:58:40 PM
From: pgerassi	Read Replies (2) of 275872

Dear Elmer: The last figures I have for flash production has AMD + Fujitsu having more sales than Intel. As to your dissing my simple explanation, you have failed to show any data refuting my claim that both Intel and AMD do not start every possible wafer in their plants. If you have data that Intel does start every possible wafer, their yields are dismal. At $5K in processing costs per wafer, 200K wafers a week would require $1 billion a week or $13 billion a quarter. They couldn't sell that many CPUs, especially in this market, so they would need to throw 2/3rds of the output into the trash bin. And they would lose more money than they have in revenue (like their "other" category but, for the whole company). So either you are wrong wrt to their yields or wrong about how many wafers they start. Either way, you must eat crow. Tastes bad, doesn't it? Pete

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