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

To: wanna_bmw who wrote (162043)	3/13/2002 3:42:55 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Beamer - Re: ". If it's the latter, well, that's simply too horrid to imagine. " Think of this - why is MAD so LATE with their 0,13 micron copper process - which supposedly is just a shrink of their 0.18 micron process? Is it LATE because the yields have been SO GOOD ? Heck no - it's been LATE for a reason - POOR YIELDS. Now, MAD is forced to go into production - just to keep up with Intel's accelerating Pentium 4. And they are going to do that with whatever yields they can get. Paul

To: wanna_bmw who wrote (162043)	3/13/2002 4:14:50 PM
From: AK2004	Read Replies (1) \| Respond to of 186894

bmw re: If it's the former, then that means more die per wafer, which could decrease costs overall. assuming that the market is ready to absorb 100% more chips, sounds great to me. Otherwise it is just a variable cost re: At least, that's how I looked at it in my previous message. If it's the latter, well, that's simply too horrid to imagine. indeed it is so horrid to imagine that amd would not be able to double their unit shipments this quarter. :-)) It makes it funny that with all intel's production capacity we arrive to the only possible conclusion that amd's single fab, that produces 20% of what market demand, got real yield problems as compared to intel. and, yep, I know that intel's chips are much larger :-)) Regards -Albert