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

To: Joe NYC who wrote (80961)	5/29/2002 2:13:24 PM
From: Elmer	Respond to of 275872

I am not sure if they are processing all those wafers, since at the annual meeting, they showed a slide that showed # of wafers processed around 4,000, or 3,800 as some said. Whatever the actual number, a fab the size of F30, processing a die the size of Athlon should be able to produce ~10 million good die per quarter. The fact that it doesn't has never been successfully explained by AMD without contradicting some other claim. If yields are "World Class" then where are the parts? Inventory when down in Q1 so they aren't saving lowspeed parts. If they aren't saving them and they aren't selling them then what are they doing with them? EP