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

To: hmaly who wrote (66487)	12/28/2001 12:07:59 PM
From: Elmer	Read Replies (1) \| Respond to of 275872

Unbelieveable, you are determining AMD's yields are bad based on output, at a time the whole world is in recession. Just because AMD has a 5000 w/wk capacity, doesn't mean AMD is producing 5000 w/ wk. I wouldn't make that assumption. I'm going by AMD's own statement that they were supply constrained on Athlon shipments. As far as believable is concerned, you have a lot of nerve calling other people liars, considering your outright lying a yr,. ago about those 1 million coppermines/wk coming out of the fab in Chandler. "Achieving Our First 1,000,000 CopperMine Shipment Week WW07" I believe that F12 was one of the first, if not the first Fab to receive the P858 CuMine Process.... A Million per week, from 1 Fab. Message 12867835 You really don't have a clue do you? That 1 million/week number first came from a process engineer from F12, not me. I just confirmed it. The actual number was nearly 1.4 million a week at it's peak. From 1 Fab. Week after week. Meanwhile AMD makes only ~3.85 million Athlons in the entire quarter, admits they are supply[capacity] constrained and you guys can't figure out that something's wrong! Get a clue before you call people liars. The fact you can't accept it doesn't make it a lie. In addition, at the 3q-01 cc, Jerry said AMD was going to shut down FAB 25, and concert it to flash, as all of AMD's cpu production could be produced at Dresden alone. Does that really sound like AMD is producing at capacity at Dresden right now. Of course not, so to try to imitate that AMD's low production is anything but AMD slowing down capacity to put production in line with sales, is ridiculous. Jerry did say, AMD had the capacity to produce on .13, 50 million chips/yr.; which is ~1 million chips/wk,; which, at 5000 wspw = 200 good die/ wafer; which is 4 times what you are trying to sell us here. hmaly, get a grip on yourself. The one time I take AMD at their word (that they're capacity constrained of Athlons) and you take the other side. You are arguing that Hector was lying when he talked about Athlon supply. It's this simple, If AMD was intentionally restricting their Athlon production then my analysis doesn't apply. It's based on AMD's own statement that they were capacity constrained. If that statement was untrue then no analysis can be made. I hope you can calm down and realize that estimate was made in good faith based on AMD's own statements. EP