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

To: chipguy who wrote (248633)	3/11/2008 8:42:47 PM
From: Elmer Phud	Read Replies (2) \| Respond to of 275872

chipguy As We do not have Intel's yields here in evidence I think that this really boils down to whether or not Pete believes Intel's yield claims. It would appear that he doesn't. That's his choice to make but if Intel is telling the truth, it is very questionable if it makes any business sense to recover defective devices. In the early 90s many people believed Intel sold production 486DXs with defective NPU as 486SXs. It was never true but it made a great urban legend. You can still find websites that document this as if it really happened. I think Pete is in the process of creating his own urban legend. Who needs evidence?

To: chipguy who wrote (248633)	3/11/2008 8:45:39 PM
From: THE WATSONYOUTH	Read Replies (2) \| Respond to of 275872

.And the vast majority if not totality of production for each SKU is either an unaltered device or a deliberately fused down fully functional device of the "next size up" maskset, not scrap recovery of more capable devices with defects. Are you claiming that the millions of single core chips each quarter that could be recovered from defective C2Ds are simply thrown away? What happened to the Intel slaughterhouse analogy where every last scrap was put to good use? I claim exactly the opposite. I believe the overwhelming majority if not totality of single core 65nm chips are now derived from defective C2Ds. Easily more than 10 million per quarter. Sold in the $40 range, that's over $400 MILLION additional revenue per quarter at very little additional cost. And you believe Intel throws these chips away. Get real THE WATSONYOUTH