Advanced Micro Devices Inc (AMD)

[Elmer Phud]

Paul -

In the absence of some custom circuitry, a defect doesn't know if it's fallen onto a P4 or a Banias. They don't discriminate. They're an equal opportunity part killer. It's defect density driven and not product specific. If Intel can make 30-40 million P4s a quarter they can make 60-80 million Banias'. It's purely a business decision how they allocate their capacity.