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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 223.44+4.3%Jan 2 3:59 PM EST
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To: bacchus_ii who wrote (85992)7/29/2002 1:59:54 PM
From: andreas_wonischRead Replies (2) of 275872
 
Gottfried, there's only one way to prove Jerry's statement: Comparing the yields from Intel's fabs with the yields of AMD FAB30. That's not possible since neither Intel nor AMD disclose that kind of data. Everything else is pure speculation. There are so many factors involved that it is impossible to determine which manufacturer has better yields. Since AMD was never demand limited since FAB30 has been fully ramped up there's no way to tell how much processors it could theoretically produce. While Elmer has offered a reasonable explanation for AMD's high costs and relatively low output there are dozens of others -- including lack of demand (the most likely one IMO) and poor binsplits.

Andreas
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