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borusa

08/06/03 1:44 AM

#10543 RE: SemiconEng #10538

SemicnoEng, Maybe, if you're taking into account the relatively low volume of chips manufactured by AMD, maybe it doesn't make sense.

Maybe if your an Intel investor, all those fabs with big wafers pumping out hot P4s, making the above statement maybe more for self reasurance than you maybe realize, maybe.

Someone might speculate: "The contractor supplying the wafers are loosing $ trying to manufacture to technically difficult specifications and further escelating prices could develope..."

That might reflect badly on our beloved Intel. Glad I don't make such speculations.
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KeithDust2000

08/06/03 8:38 AM

#10559 RE: SemiconEng #10538

Semi, But to say "it's not much of a disadvantage" to not to be able to increase yields, and increase throughput..... While Reducing Facility Costs........ I don't buy it.

I wouldn´t buy such a statement either.