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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.78

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3:59 PM EST

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To: Elmer Phud who wrote (134477)	10/2/2004 8:11:12 AM
From: TechieGuy-alt	Read Replies (1) of 275872

Elmer, Good document (instructive for me at least). However, I must be missing something. If I assume an average AMD die size as the same as the P4 (~130mm^2- I'm just doing a ball park estimate- they have AthlonXp's that are smaller, but also have Opteron's that are much larger), then that document only suggestes a net die yield of 124/wafer. At 20K wafers/mo * 3 months/Q I only get about 7.4 million chips per quarter. This is entirely in line with what AMD sells each quarter. A few million here or there can easily be accounted for capacity being used for preventative maintainance, 90nm conversion, test wafers and differences from my average of 130mm^2 die size across all AMD products. However, based on what you have been saying, I was truly expecting a capacity at least 2X to 3X the amount of chips AMD has been selling. I must be missing something? But what? TIA TG

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