Replies to post #15623 on Intel Corp (INTC)

[kpf]

Alan

AMD does not break out the inventory based on location... I.E. WIP, raw goods, and finished goods

It does. In Q10, issued some four weeks after its earnings release. Should be out within a fourtnight for Q4/04.

Btw the 11 metal layers are for AMDs second generation 90nm process. I am not sure this one will be deployed in Fab30 already. What is in the fab currently in 90nm has more process steps than 130nm though. AMD expanded cleanroomspace by 20% to account for this (and to ease migration, i assume. They weren't exactly specific here when i asked this, unsurprilingly). About TPT they said blabla improved scheduling counteracting blabla. I understood TPT up a tad.

K.