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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 127.03+5.6%May 26 4:00 PM EDT

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To: TimF who wrote (79149)5/2/2002 8:07:42 PM
From: ElmerRead Replies (1) of 275864
I'm refering to your post and the post by Petz that you had replied to.

I see. In regards to that, my point has always been that it is next to impossible to estimate the number of units Intel makes, much less their capacity or yields. All estimates here seem to ignore about 50+ million chipset components as well as embedded, automotive, StrongArm etc etc on and on, which could be another 25 million units for all I know. There is no public data on Intel's fab capacity, product mix or ratio of Flash to logic. The point being that no matter how well intentioned, attempts to estimate fab output or yields are not going to be of much use.

I wasn't attacking you for supposedly making such a statement (or for anything else).

No offense taken. :-)

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