Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: StockMan who wrote (33582)	6/27/1998 12:54:00 AM
From: Maxwell	Read Replies (2) of 1583141

Stockman: Celeron is selling for $100. If Intel sells enough of these suckers they might report a loss. If I can buy it for $100 then Intel is probably getting for $80. Estimated Costs: Ceramic package= $25 PC boar cartridge with surface mounts resistors= $15 Silicon= $40 ----------------- Total cost= $80 ----------------- Price=$80 ----------------- Profit= $0 At 131mm^2 the max. per wafer is about 190. Assuming yield is 90% (I am in a giving mood :) ) then Intel gets about 171 dice/wafers. $40 * 171 = $6840/wafer. Intel has been getting more than $20K in profit per wafer. One solution to recover the cost is to ship all the PII to TSMC in Taiwan. They are charging about $2500/wafer without bump. Bump will cost $3000/wafer. If I were you I would watch INTC stock very carefully. The competing landscape has changed. INTC is no longer enjoying the profit they have been getting in the last few years. Maxwell

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