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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 251.55-3.1%3:01 PM EST
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To: Elmer Phud who wrote (123832)6/16/2004 1:26:21 AM
From: Dan3Read Replies (1) of 275872
 
Re: You're exactly right but it's impossible to know Intel's actual capacity so how can you run the numbers?

Here's what we do know: Intel is having to sell its new 31-stage pipeline chips, made in its new and newly upgraded (for $5 Billion) FABs, as 2.4ghz, $120 parts.

Thats what we do know.

Yields clearly are awful for Intel and binsplits worse.

Whether it's because they designed a part they couldn't manufacture, or because their process has failed, doesn't much matter.

Intel can't produce its current chip designs and would have been far better off spending $4 Billion less on FAB upgrades and just making more Northwoods until they figured out how to make something else as good or better - which clearly hasn't happened yet.
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