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To: Elmer who wrote (151518)12/6/2001 11:42:21 PM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
Elmer - re: ", there is just no way to explain how AMD's fabs, which have a capacity of about 10,000 WSPW, to produce only 7.7 Million Athlons per quarter with their die size, while still enjoying "yields second to none" as claimed by AMD brass"

The numbers are out there - the math is simple.

27% yields - there is no credible way to refute that number.

Paul



To: Elmer who wrote (151518)12/6/2001 11:43:46 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Elmer - Re: "the only way AMD can claim world class yields and claim capacity constraints (and not be liars) is if they are only allocating about 30% of their fab capacity to processors. "

Sure - and AMD's major business (other than the measley CPUs) - consuming the other 70% of fab capacity - is what - Op Amps?

Paul


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