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

To: dougSF30 who wrote (219871)	12/10/2006 12:38:33 AM
From: economaniack	Read Replies (1) \| Respond to of 275872

Doug, I believe I said precisely that "Typically after a few months yields on the new process are approaching the level where usable die per wafer is near parity with the old process (still a lower percentage because the shrink yields many more candidates per wafer)." without the editorializing. It would be fairly astonishing if AMD was getting the same percentage yields on the new process after a few thousand wafers as they get on the old after many tens of thousands (hundreds of thousands counting fab 30). It is an important milestone that die yields (raw number) are higher on the new process because it means that AMD can accelerate the ramp without losing output, which means they are approaching the steep part of the ramp. I am not really sure whether I feel this is soon enough to continue to gain share or if competitive disadvantages and the need to move to dual core will more than offset the capacity gains. I guess I more confident that CPU revs and profits OK, than I am about ATI at this point. e