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To: Charles Gryba who wrote (156024)1/17/2002 2:09:31 PM
From: Elmer  Read Replies (1) | Respond to of 186894
 
EP, ok, did they write off old unsaleable units? Plus .13 conversion must have taken a significant % of that 100%.

It would require 50% of the fab capacity to be unproductive during Q4. Does that sound like 100% utilization to you?

C, you have a calculator. You can run the numbers for yourself. The only things you need to know are: 5K wafers per week capacity, 80% capacity at BOQ, 100% capacity at EOQ, 13 weeks in a quarter and ~4 Million Athlons sold (while depleting inventory). I provided you with the 130GDPW number which would be "World Class Yields" for a 129mm2 die. Why do you need me to show you that there ain't no way for AMD's claims to work out.

Do the math for yourself.

EP