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Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST
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To: Paul Engel who wrote (23724)2/12/1998 12:47:00 AM
From: Yousef  Read Replies (1) of 33344
 
Paul,

Re: "They said that they have had 39 wafer runs in the Oregon facility
- which was brought on line for full produciton just weeks ago."

I was going to make a similar comment ... At 200mm, the typical run is
25 wafers. So, 39 runs "in fab" is then 975 wafers. Good cycle time
for a .35um or .25um process is 30 days. So this means that this Fab
will only produce 975 wafers per month unless they plan to significantly
ramp the volume.

Also, I was questioning Rob's assertion that IDTI has 50% margins ... Why
do they then have very little profit ?? Something doesn't add up.

BTW, seems like this thread has turned into an IDTI thread <ggg> ... guess
that happens when the NSM & AMD news is bad !!

Make It So,
Yousef
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