Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: AK2004 who wrote (66853)	1/2/2002 5:18:30 PM
From: whortso	Read Replies (2) \| Respond to of 275872

Re: "to put end to Elmer's FUD amd.com. amd.ru In the 1st 13mo fab 30 shipped 10 mil dies with 60% utilization by the end of the period. Let's assume that the average utilization was 30% = 60%/2. 10,000,000d/5,000wpw/.3/58w=115 dies/wafer It is clear that at the very early stages amd was getting over 100 d/w. It is reasonable to assume that amd's yield improved over the last 6 months substantially." Albert. To use your numbers that means AMD used only about 2500 wafers to produce 3.8 million athlons in Q3. That's 50% utilization, not 60%. Another thing is if they will be at 100% by the end of Q4 it makes sense that they were at 80% by the end of Q3 right? 60% eo Q2, 80% eo Q3, 100% eo Q4. So their yields were even worse. Whort