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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (115343)6/10/2000 11:53:00 PM
From: Dan3  Read Replies (1) of 1571466
 
Re: So you think that a normal yield for Willamette speed grades would range from 700 MHz to 2.0 GHz....

I think that by next year AMD's slowest Duron will be 900MHZ or 1 GHZ - and AMD will be selling product at that speed for $100 or less. Given the overhead and depreciation associated with each Intel die, it will break even or lose money on any chip slower than 1 GHZ next year. So whatever they allocate FAB space to has to bin out as fast or faster than Duron. And from what we've seen so far, I don't think the PIII core is going to yield very well at those speeds.

I just don't see Intel making any money if every PIII slower than 1GHZ goes into the dumpster, and the 1 GHZ parts sell for $100.

Regards,

Dan
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