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

To: Yousef who wrote (159642)	2/21/2002 3:45:26 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Yousef, Re: "My current information is that foundries at .13um with LowK are above a defect density of 1.0... AMD is in for a long struggle with .13um LowK technology." You're not kidding! That kind of defect rate is abysmal. I wonder if your information is accurate, since I can't imagine those foundries are making any kind of money with yields that poor. wbmw

To: Yousef who wrote (159642)	2/21/2002 4:04:26 PM
From: Elmer	Respond to of 186894

Typically, Intel "certifies" their processes at a defect density of .25 d/cm^2. I don't comment on Intel's yields so that's your number, not mine but it is very close to the "world class" number I have seen from other manufacturers, IBM most notably. Most people would consider them "world class". I gave AMD the benefit of the doubt when predicting their fab output capacity and used a slightly more conservative number but your number makes their output look even worse. Your numbers say F30 was running at about 1/2 capacity in Q4, at best. EP