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

To: niceguy767 who wrote (66739)	12/31/2001 4:09:26 PM
From: bacchus_ii	Respond to of 275872

Ok, ... I have added a PS :-)

To: niceguy767 who wrote (66739)	12/31/2001 4:36:50 PM
From: Dan3	Respond to of 275872

Re: When they shrink, does a smaller impurity can kill a die? As a very general rule, it's the other way around. When the die gets smaller on a new process, the hope (and expectation) is that the new process won't have many more defects than the old one did (though susceptible to smaller defects, part of the new, smaller process is better control of defects). So about the same number of defects would occur on each wafer, but the wafer now holds more dice (since each is smaller) so the percentage of dice that will be bad drops. 40 defects if only 100 dice fit on a wafer gives a 60% yield, but 40 defects when 200 dice fit on a wafer results in 80% yields. Intel should be able to make about 2.5 times as many chips in 2002 as they did in 2001. And, as long as they price them below $15 each, they'll be able to sell them all. Otherwise, I think they'll be eating some of the expensive new FAB capacity they're just finishing putting into place. AMD's mantra for this coming year seems to be "cut costs, cut costs, cut costs" in expectation of a brutal, vicious, price war, and I think they're right.