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

To: hmaly who wrote (75493)	3/24/2002 6:05:31 PM
From: Elmer	Read Replies (2) \| Respond to of 275872

Don't you see the problem in that? If that demand resulted in Intel upping it's cpu total by 10 - 20% fine. But the fact that Intel just sold slightly over 32.5 mil. cpu's, and had to run 5 - 7 fabs full out to do it, does equate with yield problems; or the die are too big to allow the fabs to meet demand adequately. Sigh, I guess I should expect this because it's been about 2 weeks and that's more than enough time for you to forget the other 50+ million chipset components Intel makes each quarter not including the StrongArm, ethernet, DSL, telecom, microcontrollers, network controllers, automotive, flash etc etc. How many times do you need to be reminded before you remember? EP

To: hmaly who wrote (75493)	3/24/2002 10:31:40 PM
From: Ali Chen	Respond to of 275872

"But the fact that Intel just sold slightly over 32.5 mil. cpu's, and had to run 5 - 7 fabs full out to do it, does equate with yield problems;" If they have to resort to thermal specifications of 66-69 C again and again, you must be very close about yield problems: support.intel.com support.intel.com Old Elmer's tune: yield is great, ramp is fine, 1,000,000 per week... - Ali