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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 206.14-4.1%Nov 25 3:59 PM EST
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To: Petz who wrote (84745)7/12/2002 3:57:38 PM
From: wanna_bmwRead Replies (2) of 275872
 
Petz, your fallacy is that you are comparing future wafer starts and future CPU sales projections to current yields.

You don't even know how many wafer starts out of Intel's current 75k wspw worth of conceivable fab space are actually being used for production CPUs. In fact, all your assumptions seem to be "out of thin air". Your 60 average GDPW estimate is worthless, IMO.

wbmw
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