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

To: Tenchusatsu who wrote (107603)8/15/2000 3:04:57 PM
From: Elmer  Read Replies (1) | Respond to of 186894
 
Re: "Now I don't know if you're right on target or not regarding AMD's yields. I just wanted to let you know that you could also be way off on your assumptions, just like the AMDroids were way off on their assumptions regarding Intel's yields. In short, I'm not disagreeing with your estimates. Just pointing out that I've heard a similar song before coming from the other side"

No question, I could be wrong, but it was a reasonable guess based on reasonable assumptions. 25% of Fab25 and 20% of Fab30 dedicated to AMDs bread n butter product seems pretty reasonable to me. AMDroid estimates of Intel's yields were always based on 100% of all fabs dedicated to CuMine. Not very realistic.

EP



To: Tenchusatsu who wrote (107603)8/16/2000 10:20:37 AM
From: milo_morai  Read Replies (1) | Respond to of 186894
 
Tench, PB promised better binsplits and volumes of Piii's by end of March.. It didn't happen then.. It's better somewhat now (5 months after PB's prediction) however Retail still showing VERY few Piii's above 800Mhz.

So I don't think anyone was "way off in their assumptions of INTC's yields/binsplits"

Milo


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