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

To: Tony Viola who wrote (156071)	1/17/2002 4:23:52 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Haven't heard that one before (severe binsplit vs. severe yield problem). Oh yes, we've discussed that one. It's a real possibility and the only one that can resolve all AMD's claims, assuming about 50% of AMD's die are scrapped before packaging and never added to inventory. That way AMD can claim >90% line yields, "world class die yields"(never mind they still scrap 50% of the functionally good die, 100% capacity utilization and still only ship ~4 million Athlons. This one is the highest probability in my view. EP