Now I have to figure out what to do with some expiring July 20 calls
tommorrow AM. The big question is what one normally asks on a
Friday night. "What is she gonna look like in the morning?"
To add extra amusement, I have to be on a plane at 8AM PST.
The options are a little out of the money, but if the stock pops I
guess I'll have to exercise em and sell the stock.
A minor yield correction:
<<For example, if you average a fixed number of defects per wafer, and you pack twice as many chips on a wafer, the yield roughly doubles.>>
This would allow you to improve an 85% yield to a 170% yield. That
seems a bit optimistic. Actually, the percentage of defects roughly
drops by a factor of two. Of course, this only applies for high yields.
If yields are very very low, then doubling the number of die per wafer
will almost double the yield, giving an almost 4x increase in good die
per wafer. I would guess, based on the price of CUBE chips, that
most of their production is at a pretty high yield.
-- Carl |
