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

To: muzosi who wrote (84689)	7/12/2002 12:35:48 AM
From: wanna_bmw	Respond to of 275872

Muzosi, Re: "could you post a link to that claim" If he didn't bookmark it, it's not likely he'll be able to find it. The search engine on this forum has gone down the tubes, if you know what I mean. But I can back up his claim, as I remember when pgerassi said that. The guy literally takes hyperbole to the next level, and very few people bother to catch him on it. wbmw

To: muzosi who wrote (84689)	7/12/2002 12:58:35 AM
From: Elmer	Read Replies (3) \| Respond to of 275872

Message 17406539 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. If you have data that Intel does start every possible wafer, their yields are dismal. At $5K in processing costs per wafer, 200K wafers a week would require $1 billion a week or $13 billion a quarter. They couldn't sell that many CPUs, especially in this market, so they would need to throw 2/3rds of the output into the trash bin. And they would lose more money than they have in revenue (like their "other" category but, for the whole company). I gave Pete every opportunity to modify his absurd claim but he declined. EP