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

To: fyodor_ who wrote (66354)	12/27/2001 11:10:15 AM
From: Elmer	Read Replies (1) \| Respond to of 275872

If you are including everything else, why not include flash? Because I don't have an estimate for the number of units sold but nevertheless it can only make the ratio higher in Intel's favor. Ok, to be consistent, let's stick only to x86 processors… using your numbers: 25M ~ 3 x 8M Which was my claim. So why do you say that I am way off here? Sure, sure. You want to exclude about 2/3s of Intel's chip output yet still include all their fabs space! Then you want to use that to compare the output of the 2 companies! Why not do what Dan does and make up 7 more fabs, exclude the chipsets completely and use that to show bad yields? If all you're doing is making up your data, why not go all the way? With regards to actual yields at, e.g., Dresden, you are forgetting a few things. All of AMD's process development takes place at Fab30 in Dresden. Intel has an entire Development Fab devoted to such matters. How much of Fab30 is dedicated development purposes? I don't know… which, again, is pretty much my point: AMD still has a development fab in Santa Clara. Nevertheless, the space used by development is small. We don't have nearly enough data for even an educated guess. Oh yes we do. You just don't like the obvious. EP

To: fyodor_ who wrote (66354)	12/27/2001 2:02:02 PM
From: AK2004	Respond to of 275872

fyodor_ re If you are including everything else, why not include flash? Because I don't have an estimate for the number of units sold but nevertheless it can only make the ratio higher in Intel's favor. ok, Elmer just told you that intel sells more than 10x of amd's flash. I did not know that intel's market share of flash is so MUCH BIGGER than amd's :-)) Regards -Albert ps: Hey but Elmer probably still thinks that single intel fab produces more p4s in a week than amd can make cpus in a year?