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

To: Dan3 who wrote (44259)6/14/2001 12:41:33 AM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Dan,

With Dresden not much past 50% two quarters ago (when the first of the wafers being offered for sale this quarter were being started) AMD's capacity may be a fair amount less than 9 to 10 million parts for the current quarter.

Given that Q4 2000) capacity was claimed to be 8 million units (7.2 million K7 were promised, if the demand had not collapsed, + some K6s). Add 2 quarters of capacity additions in Dresden, 700 wpw each quarter, or 1400 wpw of additional capacity, which should translate to some 2 million chips per quarter, we have at least 10 million, using basic arithmetic.

Joe



To: Dan3 who wrote (44259)6/14/2001 8:46:48 AM
From: dale_laroyRead Replies (1) | Respond to of 275872
 
>Those were mostly 88mm2 K6-2s.<

The die size of the K6-2 is 82mm2.


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