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To: semiconeng who wrote (127307)	2/13/2001 3:29:38 PM
From: AK2004	Read Replies (3) \| Respond to of 186894

Semiconeng biased? if they are biased then they are biased toward intel. After all, they have rated the company as "buy" before. Ok, you are right about 300mm but I think you are reading to much into the report that was not released through the regular channels yet :-)) It bound to have errors.... I have a question though, if they are right about yields and size ratios between p4 and pIII (am I using greek and roman correctly?) then intel needs to implement .13 while improving the yields in order to make p4 as cost effective as pIII by the end of the year. 300mm would make it less of an issue..... Regards -Albert

To: semiconeng who wrote (127307)	2/13/2001 3:34:07 PM
From: Tenchusatsu	Read Replies (5) \| Respond to of 186894

Semi, although GV and others don't believe it, I think there really is a conspiracy going on. Other than the inaccuracies you already pointed out, CSFB also stated their "estimates" for P3 and P4 yields: To make matters worse, we believe the ramp of the Pentium-4 is not going as well as expected. Yields of the P4 appear to be in the 35-40% range, while the P3 continues to average around 75-80%. Thus, simply saying that "all is well, just wait for 0.13 micron/300mm" is not going to cut it, as volume production on 0.13 micron is not something that is going to happen in earnest anytime in the next 12 months-more likely 0.13 micron is an early 2002 story. Sounds like the "logic" (or pseudo-logic) used by an AMDroid, all based upon speculation and biased viewpoints. Of course, you can guess how nuts the AMD Mod Squad is going over CSFB's report. I wonder if Paul Engel is paying attention. I'm sure he'd love to keep a copy of this report handy, just to prove the bozos wrong in the near future ... Tenchusatsu