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

To: Dan3 who wrote (150943)	12/4/2001 10:41:07 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Dan, Re: "The math says AMD saw production output from between 2000 and 2500 wafers from Dresden this quarter (5 to 6.5 million units). We can back this out of the known, confirmed, data point for useable die per wafer." Yet another "known, confirmed data point" is that Dresden should have been near capacity last quarter. But as Paul mentioned, AMD was "capacity constrained". That means wafer start levels should be within 10% of the max. However, if you use Hector's other "known, confirmed data point" we see that Dresden is at less than half capacity. Looks like AMD's numbers don't add up - and that loses the credibility of them all. Yet again, Sanders' hand is up Hector's bottom playing him for a puppet, and Hector is spouting Sanders' lies for him. Re: "Prior to your limiting case post for AMD (speculating on some rather low yields), I posted that general indications were that the two companies had roughly similar yields..." And now you are trying to prove that Intel has horrid yields, while AMD's are above 90%. Get real. You just admitted that your conclusion was a retaliatory one to Paul - trying to over-exaggerate the truth just to trivialize Paul's assumptions. You seem to do this all the time. No one believes a word of what you say. wbmw