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

To: fyodor_ who wrote (66430)	12/27/2001 9:13:37 PM
From: Elmer	Read Replies (3) \| Respond to of 275872

And, of course, there are AMD's repeated comments that "yields are fine, demand is great" or whatever ;-). (and not just "fine", better than Austin - and that was a year ago - now, they're even better). What about AMD's statement that their cost structure was 10-20% below Intel's? That is very hard to understand when their die size is a little over half the P4 size and should yield well over twice the number of processors from a wafer. Their cost should offer a 50-60% advantage, if they have normal yields. What would bring such a small die up to such a high cost? Another clue for you to ponder... EP

To: fyodor_ who wrote (66430)	12/27/2001 10:15:48 PM
From: Ali Chen	Read Replies (1) \| Respond to of 275872

"I'll continue to question your "undeniably low output" ;-). I just simply don't think it's lower than would be expected (although I am somewhat more skeptical now..." Fyodor, in a slow down economy and weak demand for PC (negative unit grows for 2001), how could anyone relate a steady unit sales with inability to manufacture them? I would not be surprised if AMD already has on hands 10-12M sorted and tested dies of Athlons, and the number can be growing...