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

To: Elmer who wrote (66467)12/28/2001 12:04:24 AM
From: Bill JacksonRead Replies (1) | Respond to of 275872
 
Elmer, where you mention the 100 and 200 numbers with each defect killing 1 die and there being 50 evenly spread defects. The Intel solution would yield 50 good dice and AMD 150, or 3 times as many.
I am not so sure it is as simple as that. It does not seem logical that AMD makes 3 times as many parts from the same sized wafer as Intel does.

People have mentioned that AMD has a yield around 85% on the Athlon. This is good and that would mean that Intel has a yield of about 28%. This goes a long way towards explaining the recent channel problems Intel is having. The recent delays in the latest version with smaller features mean that this problem will continue for at least 6 months more.
In those 6 months AMD has a huge window of opportunity.

Bill



To: Elmer who wrote (66467)12/28/2001 12:31:12 AM
From: Dan3Read Replies (2) | Respond to of 275872
 
Re: Northwood will be out in 2 weeks. The warehouses are being stocked as we type. The floodgates are already open but the flow hasn't shown up downstream yet.

Exactly what you said about the coppermine 2 years ago and the 1.13GHZ PIII later.

We'll see how it turns out.


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