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

To: Elmer who wrote (66236)	12/25/2001 10:06:09 AM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: an analysis of AMD's fab capacity and output With 10 times AMD's capex and 5 times the FAB space, Intel is able to produce 2 to 3 times as many parts. However bad AMD's yields may or may not be, Intel's are 1/2 to 1/3 as good. When supplies became tight this fall, it was AMD that had available capacity ready that let them pick up market share this quarter (at least, those are the reports we see from Taiwan and Europe). Not only are Intel's yields worse than AMD's, but their low yielding FABs cost twice as much to build.

To: Elmer who wrote (66236)	12/27/2001 11:45:57 AM
From: Harvey Allen	Read Replies (1) \| Respond to of 275872

Elmer- Your post on AMD yields started me thinking about the value of AMD's products to me so I started to evaluate my last 10 years experiences with both AMD's and Intel's products. The project is not yet complete but last night I had an insight as I gazed at an AMD 386DX-40 running NT 3.51 and an AMD XP-1700+ running Windows 2000 alongside each other. Both boards retailed for about the same, $60. The insight was, sometime after the 386DX-40 AMD lost it's way but found it's way back again. Now, sometime after the 440BX chipset Intel has lost it's way and the question is when will they find their way back again. Harvey