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Technology Stocks : LSI Corporation
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To: Tony Viola who wrote (12440)5/15/1998 8:04:00 PM
From: shane forbes  Read Replies (1) of 25814
 
And what OEMs like is that INTC has dependable capacity - it is there when they need it - unlike AMD for instance (guessing).

OEMs like quality suppliers not suppliers who could vanish or disappear next time around.

Kurlak is applying the argument with MU's DRAMs to INTC's capacity "expansion" argument.

Now for a question: How is INTC's yield affected going to the more complex chips? (I'm trying to get some feel whether LSI's chips getting smaller and smaller means fewer and fewer usable chips (%ge wise)). Any idea? Come to think of it any idea what a typical percentage of chips is good off one of these 200mm wafers for INTC - say current generation of Pentium xx?

Shane.
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