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To: AK2004 who wrote (28338)2/13/2001 3:53:08 PM
From: Pravin KamdarRead Replies (2) | Respond to of 275872
 
Hmmm. Intel down $2 and AMD holding with a small gain. Perhaps we have moved out from under Intel's umbra and into its penumbra.

Pravin.



To: AK2004 who wrote (28338)2/13/2001 3:54:48 PM
From: fingolfenRead Replies (2) | Respond to of 275872
 
...somehow we get info at the end of the quarters about wafers and processor shipments...

*buzzz* wrong answer. You get total processor units shipped... and not separated out by specific product.

I do not have a clue about his calculations but I have strange feeling that you might be guessing here as well...

*buzz* wrong answer again. I'm intimately familiar with yield calculations in the semiconductor industry. He's making a common assumption which is reasonably valid for non-redundant SRAM product but falls apart when you're dealing with logic or products with built-in redundancy.

Your final point is so ludicrous as to not justify response.