Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (107530)	8/14/2000 7:13:59 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Elmer, <I see you had nothing to say regarding the pss poor fab output AMD is seeing (an embarrassingly poor 3.6 million K7s from 2 Mega fabs in Q3)> Let's be fair here. AMD's Fab 25 has to manufacture both K6 and K7 parts. K6 demand is still very strong, especially the mobile version, so AMD can't commit to too many K7 wafers there. And Fab 30 just got started, and it's going to take quite a while before it ramps up to 100%. Yes, AMD was slow to begin production shipments from Fab 30, probably due to "Copy Inexactly" (tm Paul Engel). And AMD will have to revise their goal of 30% market share knowing that Intel is going full-blast on production capacity and expansion. But to call AMD's fab output "pss poor" is a little too much in my opinion. In fact, I think their output is meeting expectations (which could be considered "excellent yields" relative to AMD's history). Tenchusatsu