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

To: Joe NYC who wrote (78438)	4/25/2002 11:27:16 PM
From: Elmer	Respond to of 275872

And what would be the basis of the suit? That Jerry's cubicle is full of unsold die only up to his waist as opposed to up to his ears? If I understand your point correctly, you're saying that regardless of the disclosure, or lack thereof, the result would have been the same? The yield problems were not the limiter, the general market was. If that's your point, all I can say is that I'm not a lawyer so I'll leave it to one of them to argue, and I suspect they'll be lining up. EP

To: Joe NYC who wrote (78438)	4/25/2002 11:33:58 PM
From: Yousef	Respond to of 275872

Jozef, Re: "There is no industry standard, other than Intel." Oh, I think one could use TSMC or UMC. Both of these companies will quote "plan of record" defect densities. Make It So, Yousef

To: Joe NYC who wrote (78438)	4/25/2002 11:40:43 PM
From: Elmer	Read Replies (2) \| Respond to of 275872

There is no industry standard, other than Intel. Would Intel provide the breakdown of their yields by product / process technology? Or should IBM be brought in about yields on their Power4? Yields aren't quite as secret as people make them out to be. You want to know Intel's yields? Use them as your foundry. I recently worked with a product that was fabed by a different company, IBM. I watch the wafers being sorted. How are they going to keep their yields secret? Whoever buys wafers from Intel knows their yields. Industry yields are known and AMD claimed to be World Class. EP