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To: wanna_bmw who wrote (155858)1/16/2002 8:53:01 PM
From: milo_morai  Respond to of 186894
 
Whoops too easy to hit the 1 instead of the 2.(eom)



To: wanna_bmw who wrote (155858)1/16/2002 9:16:57 PM
From: milo_morai  Read Replies (1) | Respond to of 186894
 
At the 10 min mark Hector didn't mention SOI revenues in 4 Q at all. Where did you get that from?

He said 130nm SOI Hammer Silicon is Imminent
media5.bloomberg.com:443/cgi-bin/getavfile.cgi?A=19223599



To: wanna_bmw who wrote (155858)1/16/2002 9:48:19 PM
From: Elmer  Read Replies (3) | Respond to of 186894
 
AMD says they have *just* started production wafers. You don't *just* start with 50% of your fab capacity.

No you don't. And you don't produce only 4 million Athlons from a 5K WSPW fab with "World Class" yields, or good yields , or fair yields. It adds up to terrible yields no matter how you figure it. How is AMD going to suddenly bring up .13u when .18u yields so badly?

EP


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