Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.78

-6.1%

3:59 PM EST

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To: Elmer who wrote (86947)	8/14/2002 3:43:14 PM
From: Petz	Read Replies (3) of 275872

<<But certainly AMD is already at ~500 wafers per week now if they are going to 2500 WPW in September.>> <I wouldn't believe it if I were you. If they say they're going to be in production in 4 weeks it means they're waiting for a new stepping and they HOPE that it will be production worthy. If they had production worthy silicon they'd be in production now. Why would they be waiting for 4 weeks?> If the rocket lots from the pilot production (say, 500 WPW) were good, they would begin reconfiguring the fab for 50% Hammer production. Until you get a good stepping you wouldn't do that. Four weeks dead time for half the fab sounds reasonable to me. Can Intel convert a fab from Willamette to Northwood in four weeks? Meanwhile, the normal lots from the pilot production will be coming off soon. Perhaps with a move of this magnitude (changing >2000 WSPW from one product to another), you don't even trust the rocket lots but wait for the normal production process, testing and packaging. What is your experience? I still haven't decided that I believe this "full production in four weeks rumor." Petz

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