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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 216.80+0.7%2:13 PM EST
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To: combjelly who wrote (80868)5/28/2002 8:30:20 PM
From: wanna_bmwRead Replies (2) of 275872
 
Combjelly, Re: "Think about it. If AMD really does produce a ClawHammer on 90nm and ship it by mid-2003, they have 400 potential chips per 200mm wafer. Now assuming they only get around 50% good and saleable die per wafer, they should get at least 200 good die per wafer at 90nm. Assuming 4k wafer starts per week, that is around 10 million ClawHammers per quarter from Dresden alone. More, of course, if they yield and bin higher and/or have more wafer starts. If they use any capacity from UMC, then they will have more. Unless the market really picks up, then to use UMC would mean they have close to 30%, if not more, of the market..."

I'm still thinking about why you have so many vague and conditional statements in your analysis. Sounds more like Dan3's logic.

Now go ahead. Flame away.

wbmw
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