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

To: Paul Engel who wrote (119522)	11/29/2000 1:30:21 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: They are definitely below 50%. Ah now Paul, Sanders has stated publicly that Austin yields are better than 60% (though it sounds like it may be 60.1%) and that Dresden yields are better than Austin yields. AMD's die per wafer was about 30% larger than Intel's prior to the P4, yet it takes 5 Intel FABS to supply 83% of the market (the equivalent in die size of 7 FABs), while less than 1 AMD FAB (1/2 of Austin and 1/4 of Dresden) supplies 17% of the market. The big question, of course, is what percentage of those 7 (equivalent) Intel FABs are used for CPUs. If they are 50% CPUs, then Intel yields are about the same as AMD, if they are less than 50% CPUs, then Intel yields are better than AMD's, if they are more than 50% CPUs, then Intel yields are worse than AMD's. We really don't know how bad (or good) Intel's yields are, we do know they are afraid to talk about them. Dan