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

To: pgerassi who wrote (78942)	5/1/2002 12:10:58 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Pete, At $5K in processing costs per wafer, 200K wafers a week would require $1 billion a week or $13 billion a quarter. There were some posts here recently with some estimates of wafer costs (including processing) and the numbers ranged from $1,500 to $2,000, I think, and this was for .18u, 200mm wafers. Joe

To: pgerassi who wrote (78942)	5/1/2002 12:18:11 AM
From: Elmer	Read Replies (1) \| Respond to of 275872

Dear Pete, here's what you said "Yet it takes Intel with over 7x the capacity to produce 3.5x the chips." Message 17400995 As you claim that it takes Intel 7x the capacity to produce 3.5x the parts, then you must know Intel's capacity and production numbers, otherwise you'd be blowing smoke out of you know where and we wouldn't want to accuse you of that. So please provide the numbers to support your claim. As to your dissing my simple explanation, you have failed to show any data refuting my claim that both Intel and AMD do not start every possible wafer in their plants. You know better than to try this. My unwillingness to get into that discussing hardly proves your point. You made a claim and all I'm asking is for you to show us the data or admit you never had any data in the first place. At $5K in processing costs per wafer, 200K wafers a week would require $1 billion a week or $13 billion a quarter. Please show us where you're getting this number ($5000) per wafer and where you're getting 200K total wafers per week. It appears that you are simply making these numbers up because you don't have any data. Please show us how you justify these numbers because Intel doesn't publish their capacity but obviously you must be getting them from somewhere. Where? EP