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Elmer Phud

10/27/03 9:08 AM

#7436 RE: kpf #7435

kpf -

dont expect AMD to make waferstart-data public anymore, they realized it would be too easy to figure out frontend process results for everybody.

They must have been reading my posts...


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subzero

10/28/03 11:48 PM

#7480 RE: kpf #7435

"Thats why they do not deliver unit shipments per quarter as well. K. "

AMD stopped giving unit shipments in their quarterly reports when their unit shipments started heading down in volume instead of up.
AMD simply clammed up to hide and suppress their abysmal sales. This started about 1 1/2 years ago.

And to prevent future estimation of their yields.
But the cat was already out of the bag, and many astute investors calculated AMD's yields from AMD's formerly published data and concluded what AMD didn't want to admit - that their yields were terrible.
That's why they lose money most of the time.