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To: THE WATSONYOUTH who wrote (218303)11/30/2006 7:21:29 PM
From: combjellyRead Replies (2) | Respond to of 275872
 
"but you must realize that a 75% CWM yield implies about 62 million dual core CWM chips from 3 65nm fabs......virtually the entire x86 market......TODAY."

Yep. And that is why Intel is bringing up another 65mm fab by the end of the year.

Oh, wait...



To: THE WATSONYOUTH who wrote (218303)11/30/2006 7:27:38 PM
From: FJBRead Replies (2) | Respond to of 275872
 
In all fairness, Intel started doing flash on 65nm in Q2, so that consumes some capacity.



To: THE WATSONYOUTH who wrote (218303)11/30/2006 7:29:20 PM
From: Elmer PhudRespond to of 275872
 
TWY

I didn't say anything about Intel yields. I said there was too much capacity with 5 300mm fabs and 2 more on the way. If you are going to argue that they need that much capacity to supply demand because of poor yields then I'll bow out of that argument.


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