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

To: Dan3 who wrote (237551)	7/28/2007 5:40:49 PM
From: dougSF30	Read Replies (2) \| Respond to of 275872

Dan, they just said 20000 per month, and that in Q208, it would be pushed to 24000 per month. Don't let that stop you from digging up old data, though.

To: Dan3 who wrote (237551)	7/28/2007 6:13:51 PM
From: misen	Read Replies (2) \| Respond to of 275872

By the way, their loan covenants require a minimum 75% yield at their Dresden FABs: (b) a certificate issued by the Technical Adviser confirming that the Borrower has achieved a minimum of 325 wafer starts per week on average over a period of four (4) consecutive weeks (the "Average WSPW"), and a seventy-five (75) per cent. average process yield over the same period of four (4) consecutive weeks (the "Average Yield"); I would interpret the use of "process yield" in this context to mean "line yield", i.e. how many wafers get finished versus the quantity started. This much more consistent with the low volume requirement of 325 wafers starts per week. Also, stating any kind of die yield without a die size associated with the yield is meaningless. Misen