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

To: TGPTNDR who wrote (64874)	12/3/2001 6:12:52 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 275872

tgptndr, Now if someone would apply prices to the unit numbers we could have some projected revenue figures. Pravin

To: TGPTNDR who wrote (64874)	12/3/2001 6:25:29 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Comments on the spread sheet numbers… AMD has publicly stated that they will complete conversion to .13µm in 2002. Only 1 of the 4 models in the spread sheet (link #1) gets even close to that (model #3 at 97%). Another point, in all the models, overall yield rises quarter by quarter. I don't necessarily think this is a good assumption when there's a process transition in the picture. I wouldn't be a bit surprised if overall yields were to dip somewhat the first few quarters of .13µm production. Lastly, the wafers per week increases to 5000. While Dresden is listed as having a max capacity of 5000wpw, that is a theoretical maximum and not attainable in real life. Factors such as equipment repair / tuning, test lots, new process development (SOI isn't going to spawn on its own) etc. all play a part in bringing down the total wafers available for production runs. (Ok, I guess you could throw all this in as a lowered yield, but that seems a bit deceptive). -fyo