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

To: fyodor_ who wrote (66369)	12/27/2001 4:56:42 PM
From: Elmer	Read Replies (3) \| Respond to of 275872

I wouldn't be surprised, however, if AMD's TBird yields were around 70-75%, with Intel's Coppermine yields coming in something like 5-10 percentage points higher (standard process, not the ultra-tweaked notched gate thing, of course). You wouldn't be surprise. I would be shocked. You're entitled to your opinion, I don't share it. BTW, I believe CuMine is no longer a high runner at Intel but with XBox that may change. They are selling Tualatin now as P3 instead. I have seen how many they get from a 12" wafer and it would make your jaw drop. When that is released for production Intel can sell those for a song and still make an excellent margin. Intel will own the lowend as well as the highend. IMHO. EP