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

To: Elmer who wrote (80416)	5/21/2002 3:36:05 PM
From: burn2learn	Read Replies (1) \| Respond to of 275872

As I read it: It was an analyst from RS making the comment. He's saying the chips work but most aren't salable due to bad bin. If that's the case then he's saying that the market wants faster parts than the fabs can supply. This would certainly make sense comparing AMD to Intel. AMD's yield problems could be just binsplit problems. Intel's reported great yields could mean great binsplits. maybe it's both. due to the tighter fabrication process requirements (for example .13node poly line uniformity) and the aggressive targets (small poly line)it has a greater impact on die yield than DD. They could be losing 20-40 die per wafer due to defects but now lose 30-50 due to litho loss for example. they might have a poor process with much process marginality and lose significant material due to excursions....unknown bin failures. all of these are a "process thingy" and I expect that to be the standard reply. as for lot size if your search for FOOP you will find the standard 300 mm lot size, it's less than 200mm...i think 21 wafers