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

To: Petz who wrote (78461)	4/26/2002 9:04:06 AM
From: Dan3	Respond to of 275872

Re: 520,000 wafers in 13 weeks + 20% 12" wafers Adds 156,000 wafers per quarter. We're pretty close in our estimates. I suppose another way we could estimate it would be to use the fact that Intel is running wafers in about 10 times the clean room space to produce 4 times the number of CPUs - so if AMD's at 90 then Intel's GDPW is at 36. And remember that average includes a mix of tiny PIIIs for Xbox, PIIIs and celerons for mobile/low end, moderate sized .13 P4s and huge .18 P4s. And it includes some 12" wafers. I don't think AMD would have chosen to release that information unless they knew how bad it made Intel look.

To: Petz who wrote (78461)	4/26/2002 11:11:02 AM
From: Elmer	Read Replies (1) \| Respond to of 275872

Intel: 4x5000 WPW fabs + 2 10000 WPW fab = 520,000 wafers in 13 weeks. 34M CPU's = 65 good die per wafer. Don't tell me these fabs are needed for chipsets and other prodects. Intel has 5 other fabs to make products for 25% of it's revenue stream. If they choose to make chipsets in their CPU fabs, it is to hide their abysmal yields. I knew someone would come back with that nonsense. It's as predictable as the sunrise. If my numbers are wrong, give me the real numbers, I dare you. There's no numbers you could give that would result in a yield above 60%. What???? and ruin your little fantasy? I wouldn't do that to you. EP