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

To: hmaly who wrote (75521)	3/25/2002 10:57:34 AM
From: Ali Chen	Read Replies (1) \| Respond to of 275872

"..high speed, exotic,expensive memory, as in Rambus 1066 or better, will be required; meaning P4 will go from mainstream, to being a niche chip, because of the extra costs. .... How many secretaries really need exotic memory ?" You keep forgetting the typical Intel's marketing scam. Yes, secretaries do not really need the exotic memory, but benchmarking sites do. So the propaganda will trumpet high scores from exotic systems as a solo achievement of Pentium-4 "net-burst-stream-sh1t architecture", while the mass market will use and sell handicapped computers with a proud P4 logo on the face. A very working scheme. - Ali

To: hmaly who wrote (75521)	3/25/2002 11:33:35 AM
From: Elmer	Read Replies (1) \| Respond to of 275872

>>>There was more demand than Intel could supply in Q4 and still AMD couldn't sell out much more than half Fab30s capacity.<<< Okay, now that you admit that AMD was producing at half capacity, why not crunch the numbers again, using half the wafer starts and see what your yield figures are. You misunderstood. I meant AMD was producing at a rate of half the Fab30 capacity, assuming "World Class Yields" as Jerry told us and Jerry never lies, right? As for the rest, you obviously can't run the numbers on Intel's fabs because you don't know how they are loaded or what the die sizes are. No one can. That's the point so you obviously can't assume low yields. EP