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

To: Elmer who wrote (66946)	1/3/2002 4:27:38 AM
From: muzosi	Read Replies (1) \| Respond to of 275872

don't you ever get tired of this "ve vill bury you" tirade ?

To: Elmer who wrote (66946)	1/3/2002 7:37:13 AM
From: Bill Jackson	Respond to of 275872

Elmer, If it was this one sided it would not be a race. I just do not see AMD at quite the disadvantage you see them at. I see P-4 production problems I see AMD sales sucess. Bill

To: Elmer who wrote (66946)	1/3/2002 8:33:00 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: The Tualatin yield on 12" wafers will be over 5x what I calculate AMD's per wafer yield of Athlons. When 300mm wafers are at significant volume for Intel, Athlon will be ~80mm2 on .13, and I doubt you took that into account. Between .13 Athlon squeezing Intel margins from above, and having an essentially unlimited supply of Northwood, Tualatin yield on 12" wafers is just about irrelevant, isn't it? OOPS! I forgot, Intel's current P4 architecture is useless for many notebook and dense server applications due to high power consumption, even on .13, so I guess they're stuck with Tualatin, slow and difficult to sell though it may be next year.