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

To: porn_start878 who wrote (123816)	6/15/2004 7:07:17 PM
From: Elmer Phud	Read Replies (2) \| Respond to of 275872

Max - How many Intel FABS dedicated to PC Processors, how many wafers per week? You tell me, this information isn't publicly available. You can't point to a single document showing the fab capacity of a single Intel fab. You might find guesses from fanboy sites but that's all they are, guesses. How many AMD FABs, wafers? 1 Fab with 5500 WSPW capacity. Should be capable of 12-15 million processors per quarter even after allowing for development. What bothers you the most is that the numbers speak for themselves. AMD isn't selling what that fab is capable of producing if yields are good. The conclusion is painfully clear, either demand isn't that good or yields aren't that good. Pick one and quit complaining.