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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.11+3.9%Nov 26 3:59 PM EST

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To: Elmer who wrote (84692)7/12/2002 7:08:14 AM
From: hmalyRead Replies (3) of 275872
 
Elmer Re... gave Pete every opportunity to modify his absurd claim but he declined.<<<<<<<<<<<<<

What absurd claim. Read what Pete said.

<<<< 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. <<<<<

From your post, Pete said that Intel isn't starting every possible wafer, which would be 200,000 wafers per wk, and he also said that Intel would have to throw 2/3 into the bin; which implies that Intel is actually starting 1/3 of that which = 67,000 which = 4.2 x 67000 which = 296,000 wafers per month. Another case of the Bees misinterpreting what someone says, and then trying to make a case out of it. You could say that Intel doesn't have a 200,000 wafer/wk capacity, just a 120,000 w/wk capacity, but Pete didn't say Intel started 200,000 w/wk.
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