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

To: Scumbria who wrote (112066)	10/2/2000 12:33:51 PM
From: Elmer	Read Replies (3) \| Respond to of 186894

Re: "Credite Suisse reported this morning that 1GHz is still having serious yield problems" This is a misuse of the term "yield" as that term is a measure of defects, not frequency distribution. Can you define "serious problem" for me? Then I can comment. If they mean the binsplit is not 100% then they are correct. However with Intel's production of processors about 10x AMD ability to produce Athlons, even a 10% binsplit would mean Intel's 1GHz production is equal to AMD's entire Athlon output. Do you go to your semiconductor manufacturer for economic analysis? EP

To: Scumbria who wrote (112066)	10/2/2000 12:49:13 PM
From: GVTucker	Read Replies (1) \| Respond to of 186894

Scumbria, RE: >Credite Suisse reported this morning that 1GHz is still having serious yield problems That is a little different than how I read the CSFB report. In the executive summary, the blurb states: Finally, it appears that lower output of 1-GHz and other faster Pentium-3 chips was due to hastily implemented mask-sets--not manufacturing yields or design problems--that caused slower-than-expected speed outputs. A catch-up to plan should occur by January. The report goes on to describe generally how masks are made (which was by itself beyond me), and why the P3 was having a problem there. The analyst feels that Intel has finally targeted the problem and is in the process of correcting it. I took a positive connotation from the report rather than the negative connotation that you read.