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Elmer Phud

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Elmer Phud

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Re: blauboad post# 16245

Wednesday, 10/29/2003 2:34:13 PM

Wednesday, October 29, 2003 2:34:13 PM

Post# of 97585
blauboad -

What number are you using for Fab30 sellable output?

I don't know what the saleable output is, that was only part of one theory. We don't know how many they can sell, we only know (or knew) how many they did sell. In the recent past they were selling about 7-8 million processors when their capacity was close to 15 million. Was it demand constraint or poor yield or poor binsplit? At the same time AMD was claiming to be running at capacity so you tell me.




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