Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elmer who wrote (76019)	4/1/2002 2:32:53 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Elmer, I have no inside information from AMD. I am expressing an opinion. Ok, and on Intel side, where you may inside information, you can't share it on these boards, so the whole yield discussion (having ho facts) is as fruitless as it gets. It could make sense to discuss it when a manufacturer is supply limited, if low yields or something played role, and as far as I know, the only one reporting shortages recently was Intel. If we are at a limit condition (being supply limited), yielding even a single additional CPU from a wafer means additional revenue of some $150. If Intel processes 30,000 wafers per week for CPUs (WAG), it would mean $58M in a quarter. In a demand limited situation (where AMD has been for last 6 quarters), when capacity is there, but orders are not, effects of yield are measured in cost of blank wafers, and other variable cost inputs, rather than in terms of prices of finished products. Joe