Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: Dan3 who wrote (149168)	11/22/2001 1:39:20 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Dan6/2, Re: "At full build out, Dresden is capable of producing 7 to 8 million .18 processors." Where did you get this glorious figure? Isn't Dresden supposed to be at full capacity now? At least Jerry has been saying it would at every single CC. Since AMD's total CPU capacity seems to be around 8M now, and that's including Dresden and Austin, what makes you think that Dresden alone could reach 8M? Are yields far worse than expected? Is AMD intentionally running the fab under capacity? Are your figures simply incorrect? At any rate, .13u manufacturing won't be ramped up until the end of next year at the earliest, and depending on the yields that they get with SOI, they may never hit that 12.5M number. wbmw