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Politics : Formerly About Advanced Micro Devices
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To: Paul Engel who wrote (31702)4/13/1998 1:42:00 PM
From: Petz  Read Replies (1) of 1578301
 
Paul, calm down, Brian's number (2M K6-3D) is right for the QUARTER, which has THIRTEEN (not ONE) week if there are 1000 wafer starts PER WEEK.

AMD said in CC that they are NOW at 1500 wafer starts/week, but these won't be coming out until the end of the quarter. I believe a month ago, when Ashok Kumar made his famous "almost 50% yield" announcement, AMD was at 1000 wafer starts (0.25) per week. These will be coming out in May. April production is unknown, but if we assume that late Jan./early Feb wafer starts were 500/week, then the wafer starts will average 1000/week.

It is possible that the production yields will be higher or lower than 50%, since this already assumes a small improvement over what Kumar reported. But 2M K6's per quarter is about the right number if wafer starts average 1000 per week.

Petz
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