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

To: Dan3 who wrote (150748)	12/3/2001 1:11:06 AM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Dan, Re: "Several of Intel's CPU FABs run 10K wspw, several more are AMD sized, and several are in between. Given the money Intel has been spending, one would think those 7 FABs you listed are half fully ramped and perhaps half, half-ramped." 1) What makes you so sure what Intel's WSPW are? 2) Like I said, only 4/7 of those fabs are .18u (the majority of Intel's production). 3) What makes you think that 100% of those fabs does CPUs? The i845 is on .18u - doesn't Intel need fab space for those? 4) Intel's .13u fabs have only been in production for less than 6 months. Intel's Fab22 has only been in production for about a month. Why do you think they should be fully ramped? It took Dresden more than a year to ramp at only 4-5k WSPS (your number). 5) With so many unknowns, you are certainly not the expert in determining yields. 6) I don't doubt that AMD has very efficiently ramped their two facilities - they have great engineers, not idiots. 7) I'm guessing that eliminating their embedded CPU lines have allowed them to make better use out of Fab25. 8) What are you trying to prove here - that AMD has better yields? Good luck. I think it's clear by now that they do not. wbmw