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: Elmer who wrote (67419)	1/9/2002 2:35:08 AM
From: Petz	Read Replies (2) \| Respond to of 275872

Elmer, yes, phenomenal Intel yields are the thing that allows Intel to produce 3 times as many of it's flagship CPU in 6 fabs as AMD produces in 1 fab. Yields must be well over 100% now, since the Coppermine had yields of 90% at 120mm die size, and the die sizes are now 146mm or 210mm. Petz

To: Elmer who wrote (67419)	1/9/2002 9:07:56 AM
From: Dan3	Respond to of 275872

Re: The only reasonable explanation is Ten times the FAB costs?

To: Elmer who wrote (67419)	1/9/2002 10:04:26 AM
From: TechieGuy-alt	Read Replies (1) \| Respond to of 275872

[Monica]:12+ million Pentium 4's in Q4 of 2001 is about 3 times the number of Athlons that AMD produced in the same quarter - about 4 million. I thought the geniuses on this thread said nobody wanted the Pentium 4, Intel couldn't produce the Pentium 4, etc. Looks like a reality check for some of you guys. [Elmer]It is quite remarkable when you consider that the P4 is much larger than Athlon and should yield much less per wafer, all else being equal. The only reasonable explanation is either #1 phenomenal yields at Intel or #2 terrible yields at AMD or #3 AMD is intentionally holding back production at F30... I think the "AMDroids" would like a few more reality checks like the Athlon. I think we would be thrilled if the Hammer vs. P5 (wait INTC doesn't have a P5 slated for the Hammer time frame- stupid me!)- nay P4 reality check plays out the same as the Athlon vs. PIII and P4 reality check. INTC had to spend 7 billion $'s last year in fab costs vs. AMD's ~900million (a 7.7X difference) to slip to a 3.3X (77% vs. 23%) difference in market share. On top of that AMD set records for their processor shipments in each of the last 3Q's (or was it last 4Q's)! How's that for a reality check! TG