Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.18

-0.5%

3:59 PM EST

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To: combjelly who wrote (80873)	5/29/2002 12:24:16 AM
From: Elmer	Read Replies (1) of 275872

AMD recently said they were doing about 3800 per week, and would ramp up from there With 3800 WSPW to produce the ~4.5Million Athlons sold in Q1 is equal to ~91DPW. That's piss poor yield and proves AMD's claim of "World Class Yields" is simply a lie. Another claim of 5000WSPW was made by AMD in their BofA CC back in Janurary "We are at MAX capacity -- urrr max capacity we're at 5000 WPW which is the rated capacity of the fab but now we're shipping the .13 and SOI. So we need certain equipment for that." jc-news.com So at 5000 WSPW the yield just gets MUCH worse than simply piss poor. Or maybe you should interpret the above quote to mean AMD was claiming that they were using some of that capacity to ship .13u and SOI. Seeing as essentially nothing whatsoever has shipped and this is almost June, we have our choice of picking which lie to choose. Any way to interpret it, AMD is lying, lying, lying. And you guys believe their claims about Hammer... BS stinks and the fumes are all around AMD. EP

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