SI
SI
discoversearch

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 : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: fingolfen who wrote (28336)2/13/2001 3:44:57 PM
From: AK2004Read Replies (2) | Respond to of 275872
 
fingolfen
re:fab info
somehow we get info at the end of the quarters about wafers and processor shipments. If it is a secret then someone is consistently leaking it out :-))
re:yields
I do not have a clue about his calculations but I have strange feeling that you might be guessing here as well :-))
re:how reliable and why
let me guess here: for a while he was justifying why intel would outperform everyone and everything else in the universe. While intel was not doing that bad it was clearly not living up to his expectations. Intel was continuously feeding bs to its analysts and this one decided that he should treat as such or he end up looking for another job soon.
Regards
-Albert



To: fingolfen who wrote (28336)2/14/2001 12:29:02 PM
From: PetzRespond to of 275872
 
fingolfen, the analyst can make yield % calculations (approximate) because he knows which fabs are making P4's (I think there's two, no?) and the approximate maximum Wafers per Week at each. He also knows the output approximately. Some fabs advertise their weekly output, that makes it even easier (see posts from Elmer last year bragging about 1 million P3's per week at an 8,000 WPW fab, which is much less than 75-80%, BTW).

Petz


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News