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

To: Rink who wrote (237341)	7/27/2007 8:47:26 AM
From: Joe NYC	Respond to of 275872

Rink, I'm not counting on it but maybe it'll still be possible for AMD to salvage part of the defective QC's and sell them next year as DC's. I think initially, all of the DC + L3 will be from salvaged QCs.

To: Rink who wrote (237341)	7/27/2007 10:49:40 PM
From: wbmw	Respond to of 275872

Re: Some parts of the K10 die are designed with redundancy in mind to increase yields, like probably the larger cache blocks. This means yield is probably higher than you calculate (using your own presumptions of course). I'm not counting on it but maybe it'll still be possible for AMD to salvage part of the defective QC's and sell them next year as DC's. AMD can do both of these things to increase yields above 32%. But you also need to figure in bin splits on top of functional yields. The number of high speed parts is not going to be large.