Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.94

+0.1%

3:59 PM EST

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To: dale_laroy who wrote (39419)	5/13/2001 11:25:57 PM
From: Jim McMannis	Read Replies (1) of 275872

RE:"191 die" Based on 15% edge loss that's 162 possible good die/wafer. Yield at say 75%...thats 122 good die/wafer. Then there is final testing and packaging. Knock off another 10%. Knocks you down to about 110 good chips/wafer. Now, how much does a wafer cost? How much is packaging and final testing cost? If a mobile P-III costs $30 to make and a Palomino costs 65% more that puts the Palomino at about $50. So the idea that Intel will cut prices to say under $100 to prevent AMD from gaining market share would be a little adventurous at best and suicidal for Intel at the worst. Intel could be running out of places to hide high margins. Jim

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