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Technology Stocks : Intel Corporation (INTC)
INTC 36.85+1.6%Dec 19 3:59 PM EST

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To: Joe NYC who wrote (156142)1/18/2002 3:27:30 AM
From: wanna_bmw  Read Replies (2) of 186894
 
Jozen, Re: AMD processor bin splits.

During the conference call, Hector said that the Athlon XP 2000+ product numbered in the tens of thousands. That's basically around 1% of the overall Athlon XP volumes produced, which was 4 million. This is approximately at the third standard deviation on the volume graph. If we assume that every 67MHz (100 in model numbers) is a standard deviation, then that means that the percentage of parts binning above 1.6GHz (Athlon XP 1900+) is about 5%, the percentage of parts binning above 1.53GHz (Athlon XP 1800+) is about 32%, and the percentage of parts binning above 1.47GHz (Athlon XP 1700+) is about 50% (the top of the bell curve). Parts binning below 1.47GHz constitutes the other 50%, while the number of processors that bin under an 1.33GHz (Athlon XP 1500+, below here everything else is scrapped) is about 5%. Of course, these results will depend on what the standard deviation is, but given the Athlon models available on the market, and the information given about the Athlon XP 2000+, these figures are probably close to the real thing. I don't doubt that AMD is scraping the bottom of their .18u barrel.

wbmw
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