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: Tenchusatsu who wrote (156800)	1/24/2002 11:51:06 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

I doubt it. My theory is that they aren't starting enough production wafers because they need to dedicate a lot of fab capacity toward new process development like 0.13u and SOI. Not thousands of wafers Ten. That's the number they'd have to be using to dispel the "poor yields" conclusion. AMD is always going to be doing process development. It never stops. If they're going to use half their production fab for process development then they're as good as dead already. EP