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

To: Elmer who wrote (66700)	12/31/2001 2:41:28 AM
From: Mani1	Read Replies (1) \| Respond to of 275872

Hi Elmer, Nice to see you on the "thought control" thread. :) I continue to wonder what is the cause of supply issues of P4? Despite most industry predication, Intel went ahead and spent all the $7 Billion on capital equipment. There was all that thought that if Intel goes ahead with all that spending, there would be lots of extra capacity. What gives? Could it be just an issue of a bottle neck in the back end test and assembly? I continue to be very skeptical of PR rating for AMD and think solving the supply issues at Intel can severely damage AMD. But I have no idea when the supply issues will be resolved if I have no idea what the cause of it is. Mani

To: Elmer who wrote (66700)	12/31/2001 9:19:45 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

Elmer, Well, you have given me some stuff to research on. Complex is the operant word. It sounds like the testers can isolate and test segments of the CPU with regard to static and dynamic currents. This is the reolution you speak of? A base of experience will then allow them to mark the parts with some level of confidence and then they get packaged/scrapped as this test sequence warranted. Those that get into the final package will have another tester for the final assessment as to speed etc. Makes no sense to package scrap or marginal products. Bill