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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 211.88+2.8%10:54 AM EST
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To: muzosi who wrote (84689)7/12/2002 12:58:35 AM
From: ElmerRead Replies (3) of 275872
 
Message 17406539

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).

I gave Pete every opportunity to modify his absurd claim but he declined.

EP
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