Thursday, August 28, 2003 11:55:31 PM
The real question is *why* do you disagree with this number. I already accounted for your objections and made the model even more conservative as a result. Do you still have objections that you did not state?
You have done the best (only) job of estimating utilization potential but the unknowns are just too great imo to arrive at any meaningful conclusion about yields. Yes, the capacity has increased but we have no idea how close your estimates are to real life because of all the diverse products and unknown volumes. When I estimate AMD's yields I make a point of stressing that we can only draw conclusions when demand is high and fabs are pushed to capacity. Is AMD's low Opteron output a yield problem or just low demand? We can't know for sure. Same goes with Intel. To date we've seen no indication of capacity constraint so perhaps the question should be why does Intel have so much extra capacity? That's a question I don't have an answer for.
Thanks for your thoughts. You're the only one who was willing to make a case.
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