Advanced Micro Devices Inc (AMD)

[Elmer Phud]

Yourbankruptcy -

#4 - binsplits are bad. I guess AMD may produce as many as want of 1.6 Ghz Athlons 64, but they are slower than Bartons, so makes no sense to sell them.

Yes, we could add that one too, and more.

The bottom line is that if AMD had a working Athlon64 they could easily meet a September introduction with volume from the getgo with only 1% of their fab capacity. The claims made here that Athlon64 production would hurt Barton availability are patently absurd. Fab30 has the capacity to produce almost 15 million Bartons per quarter, with world class yields, which is far more than they can sell. They could still produce almost 13 million Bartons with the poor defect density I used in my previous example. Still far more than they can sell. 1% allocated to Athlon64 would be lost in the noise.

Anyone can run the numbers and see for themselves and anyone should be able to realize that if AMD can't produce a Athlon64 then how can Opteron be any better?

EP