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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

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Dec 5 3:59 PM EST

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To: Elmer who wrote (168478)	7/19/2002 1:07:54 AM
From: Petz	Read Replies (1) of 186894

re: <<the first generation or two of AMD's 0.13 output might have had extremely low yields or a circuit design problem.>> <but Jerry told us AMD has "the BEST yields in the world"> Jerry would still not be lying if it were a circuit design/layout problem, or a process problem that was already fixed. I suspect it was a layout problem caused by moving the L2 cache, if you want my opinion. AMD's yields must have improved from a year ago because units should be nearly flat year over year in Q4, but they'll do it with one fab instead of two, and that fab is running 2 processes -- 0.13, 0.13 SOI. Petz

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