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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 236.78-6.1%Jan 30 3:59 PM EST

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To: Petz who wrote (86961)8/14/2002 7:14:42 PM
From: ElmerRead Replies (1) of 275872
 
I think this same guy said they were running 200 WPW of pilot Hammer production.

If it is pilot production that would allow for 10s of thousands of die from only 200 WPW. Don't you think AMD would introduce Hammer now if they could make ~40K per week? I think they would. Also I think we would see good solid demonstrations of fully operational systems well before pilot production. We haven't seen that.

As for what time, if any, would be necessary to "reconfigure" the fab, I'll let someone with more process experience than I answer that one.

EP
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