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

To: whortso who wrote (66885)	1/2/2002 5:32:00 PM
From: AK2004	Respond to of 275872

whortso while I see your point the only real info that is available is the info that I used. Considering that we really do not know much about fab 30 any calculations of current yields is pure bs. Regards -Albert

To: whortso who wrote (66885)	1/2/2002 7:15:06 PM
From: Elmer	Read Replies (3) \| Respond to of 275872

Albert. To use your numbers that means AMD used only about 2500 wafers to produce 3.8 million athlons in Q3. Well trust old AlBErT to miss the meaning of the data. He's not the brightest bulb on the xmas tree. Thanks to AMD for providing the data which shows clearly their yields have crashed. Assuming a linear ramp, your 80% capacity for end of Q3 would average out to 70% over the quarter. 70% of 5000 = 3500WSPW. 3500 * 115 GDPW * 13 weeks = 5232500 good die in Q3. Slight problem though. AMD only sold ~3.8 million Athlons. What happened to the other 1,432,500? Another way of looking at this is to again assume 3500 WSPW and calculate how they only produced 3.8 million Athlons. 3.8 Million/13 weeks/3500 WSPW = 83.5 good die per wafer. That's bad yield and that's using AMD's own numbers and planned ramp. Even with no ramp whatsoever that's 97.4 GDPW. So how did we go from 115 good die down to 83.5 good die per wafer without a yield crash? I'm sure some AMDroid will figure out an excuse. Maybe even ALbeRT. He's a Genius! EP