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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: Tony Viola who wrote (74624)3/15/2002 11:48:44 AM
From: ElmerRead Replies (2) | Respond to of 275872
 
Approaching mature yields could mean anything. If some people here are right, they could be approaching the same 30 something percent that has been speculated by them for 0.18.

For those who are interested, yields are described in terms of defect density not percent. Because the die is smaller, a TB yield that simply matches the percentage of the Athlon yield would actually be worse yield. It should be a higher percent with equal defect density.

AMD is apparently very concerned about liability for false or misleading statements. That's why when asked about "yields" they described their "line yield" as over 90%, a totally useless metric but enough to fool the analysts. If they are backing off the "World Class Yields" claim it is because it is measureable and they can be shown to be making false statements. "Approaching mature yields" is totally immorphic and has no definable meaning. It could however be shown to be misleading.

EP



To: Tony Viola who wrote (74624)3/15/2002 6:03:03 PM
From: Dan3Read Replies (1) | Respond to of 275872
 
Re: If some people here are right, they could be approaching the same 30 something percent that has been speculated by them for 0.18.

It's still 50% better than Intel's 18% yields.

(calculating yields by output vs. wafer starts - the technique Elmer used to estimate AMD's yields).