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

To: TGPTNDR who wrote (66311)	12/26/2001 4:07:45 PM
From: Elmer	Read Replies (2) \| Respond to of 275872

No. They have said they are Dresden supply constrained. They've made no such comment wrt Fab 25, at least that I'm aware of. Fine, if that's the case, then you still have bad yields at Dresden, or perhaps a more fair way of stating it is the number of Athlons AMD is able to sell from Dresden is best explained in terms of bad yield assuming normal binsplits however bad binsplit could explain it as well but that would leave leftover unsaleable Athlons due to low speed. There is some evidence to support this possibility. The highest speed XPs are using smaller channel lengths than mainstream Athlons, showing quite clearly that AMD's normal binsplit does not produce the highspeed bins, therefore AMD is running a special receipe to get the high bins. With a lower distribution of the standard process it is likely the lowend bins are unsaleable. Speculation on my part of course. Another possible reason for the low output is the special lithography needed for the XPs is probably not an automated step and requires special handling. This will slow down throughput. It would also probably adversely affect yields. Those are 2 possibilities which are speculation on my part as I said before. What is not speculation is the very low output. EP