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Politics : Formerly About Advanced Micro Devices
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To: Joey Smith who wrote (34455)7/14/1998 12:48:00 PM
From: Jim McMannis  Read Replies (1) of 1576160
 
Joey,
To: +Jim McMannis (34454 )
From: +Joey Smith
Tuesday, Jul 14 1998 12:22PM ET
Reply # of 34455

Maxwell, I agree with you that cost of Mendocino is the key. I'm
betting the farm on Intel that costs will be low enough, so profit
margins will rise, not fall, 2H98. I guess I'll know in a few hours.
For what its worth, I've been hearing good things about yield,
cost, etc.
joey"

I'm not Maxwell. If the Mendocino cannibalizes the Pentium II I don't know how ASPs can rise, the Xeon not withstanding. Of course they could name the Mendocino the Celeron II and keep sales down and profits up. <G>
At 165mm2 there would only be approx. 140 possible good die in a wafer. At even 80% yield, that's 112 good die. At a $150 ASP??? that's
$16.8k value per wafer. Compare that with the value/wafer for a Pentium II which is probably in the high $20ks. My numbers aren't exact but if the Mendocino cannibalizes the Pentium II like it could you can see what "could" happen to margins...
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