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

To: Bill Jackson who wrote (66444)	12/27/2001 10:07:53 PM
From: Elmer	Read Replies (1) \| Respond to of 275872

Elmer, No way to know this. Only production people at the various ccompanies would know how wide the bin split would be and what are the pro/cons of moving the peak up to higher speeds. Bill, there is no way to know for certain but there are reasonable expectations. It is extremely unlikely that AMD would have a distribution that is orders of magnitude tighter than other companies. It is not likely that the same production wafers throw off both 1400 and 1800 Mhz parts in large numbers. Is there anyone here who can comment to this aspect? It is unlikely that any single run would show that much variation but fab lot to fab lot, or week to week could definitely show that variation. It seems to me that there would be enormous pressure to narrow down the range of speeds from a run. Sure there is. You think this is something new? Now making them faster and faster might well make the yield lower and lower. You get fast one, but many failed one, not lots of slow ones as well as fast ones. Gee Bill, that would make the output of a fab like F30 low now wouldn't it???? Which scenario do you want? Good yield and lots of slow useless parts or tight high distribution and low yield? Take your pick Bill but they both describe F30 don't they? EP