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Technology Stocks : Advanced Micro vs Intel (AMD / INTC)

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To: TimF who wrote (2422)9/20/2007 4:10:23 PM
From: Elmer Phud  Read Replies (2) of 2596
 
Tim

They say below .5 cm^2, not .5 cm^2, or about .5 cm^2

That's true but I presume that if it was below 0.45d/mm2 they'd say that instead. Certainly they'd say below 0.3d/cm2 if it was, no? I am basing my conclusion on their track record of over promising and under delivering. It is well established and long standing so I think I'm being reasonable in saying it could be worse.

Also that data is from July (or maybe even earlier the slides probably don't have up to the very day data), and to the extent it tells us anything, it might not be accurate today.

The say 1000 wafers to mature yield. Their claim is for mature yield.
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