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To: Elmer Phud who wrote (219524)12/7/2006 8:38:28 PM
From: THE WATSONYOUTHRead Replies (2) | Respond to of 275872
 
9Is that your entire case?

That is not the case at all. Very simply, the case is if Intel's yields were outstanding at the 75% level for CWM, the product mix out of as little as 2.5 fabs in Q4 for sale in Q1 07 would be 100% dual core and at least 80% CWM. Now, one reason the product mix will be far less aggressive than that is that CWM yields are far below 75%. Another is that Intel prefers the projected product mix in Q1 07 of maybe 50% CWM and millions of 65nm and 90 nm Celeron Ds. As a consequence, a good deal of capacity sits unused. So, explain to me why it is better for Intel to withhold capacity and have a less desirable product line. I'm sure some marketing types can come up with a reason.

THE WATSONYOUTH



To: Elmer Phud who wrote (219524)12/7/2006 8:54:24 PM
From: justaviewRead Replies (3) | Respond to of 275872
 
NSM just reported FAB utilization rate of 58%.

Intel is sitting on some $4B in P4 inventory that nobody wants. It wouldn't be prudent for them to build CMW at 100% utilization rate if the market can only take say 65%. This is not a good situation for Intel or AMD. Intel is putting AMD's margins in a vise and squeezing them with the P4 from the low end and with the CMW from the high end.


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