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

To: Elmer Phud who wrote (252200)	5/21/2008 2:19:02 AM
From: Saturn V	Read Replies (1) \| Respond to of 275872

Just to clarify, I made no claims about Intel's yields. I only point out what Intel claims. OK I will accept that correction. But you have made assertions that AMD yields are inferior, but neither Intel nor AMD publish their absolute wafer yields. Intel does indeed publish relative defect densities between their various process nodes, but it is not clear how that relates to absolute yields wrt AMD. But since Intel has more FABS and more resources for Yield Analysis and Process Control,and seems to take significant time to ramp up a new process node, it is very likely that Intel yields are significantly higher. The Intel financials have always been significantly better, despite Intel having the handicap of several unprofitable divisions. But I cannot come up with a firm number for yield comparisons.In principle,Intel should have higher yields, since it has better economies of scale, and is always a first mover and is further ahead on the learning curve. I am sure that the courts will have access to the actual data, and they will draw their own conclusions. AMD knows that, and is praying that it will get the sympathy of the Court, and hope for a new creative interpretation of the law which can keep AMD alive. Maybe AMD's not cutting expenses early enough was a deliberate ploy to send the message,"Help AMD stay alive to preserve competition and prevent harm to the consumer, by creating new legal interpretations."