SI
SI
discoversearch

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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: milo_morai who wrote (155845)1/16/2002 8:27:11 PM
From: wanna_bmw  Read Replies (2) | Respond to of 186894
 
Milo, what percentage of the Dresden fab do you actually believe was devoted to .13u, SOI, and Hammer in Q4?

wbmw



To: milo_morai who wrote (155845)1/16/2002 8:31:42 PM
From: Elmer  Read Replies (2) | Respond to of 186894
 
Elmer, you are not calculating 130nm Palomino runs or the Hammer run which is imminent. So your data is WORTHLESS.

Milo, Hammer doesn't exist so nobody with half a brain would expect a nonexistent product to use up significant fab capacity in the past and any possible .13u production is something that will appear in Q1. Get a grip. The data is right in front of your face. Run the numbers for yourself. Assume "world class yields" of about 130 good die per wafer and see how many wafers AMD would have left over after only producing 4 million Athlons in Q4. It comes out to 2367 wafers a week from a 5K wafer per week fab that is now at 100%. Maybe AMD ran 2633 wafers in preparation for Hammer?

EP



To: milo_morai who wrote (155845)1/17/2002 2:04:08 AM
From: Paul Engel  Respond to of 186894
 
Ban Ban MindBlow - Re: "are not calculating 130nm T-Bred runs, The 130nw SOI T-Bred or the Hammer SOI run which is imminent. "

How many of these "imminent" devices were sold last quarter?



To: milo_morai who wrote (155845)1/21/2002 11:03:06 AM
From: greg s  Read Replies (3) | Respond to of 186894
 
re: the Hammer SOI run which is imminent

With apologies to The Who for butchering a great song:

"Imminent strut ... it's a put on!"

(I thought The Duke of URL would like that one.)

greg