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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 223.54-2.9%3:59 PM EST

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To: chipguy who wrote (248633)3/11/2008 8:45:39 PM
From: THE WATSONYOUTHRead Replies (2) of 275872
 
.And the vast
majority if not totality of production for each SKU is either an
unaltered device or a deliberately fused down fully functional
device of the "next size up" maskset, not scrap recovery of
more capable devices with defects.


Are you claiming that the millions of single core chips each quarter that could be recovered from defective C2Ds are simply thrown away? What happened to the Intel slaughterhouse analogy where every last scrap was put to good use? I claim exactly the opposite. I believe the overwhelming majority if not totality of single core 65nm chips are now derived from defective C2Ds. Easily more than 10 million per quarter. Sold in the $40 range, that's over $400 MILLION additional revenue per quarter at very little additional cost. And you believe Intel throws these chips away. Get real

THE WATSONYOUTH
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