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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (36415)8/27/1998 10:17:00 PM
From: kash johal  Read Replies (1) of 1572369
 
Jim,

FYI, the cost of an 8" wafer is more like $1400-1500 retail to design guys like me from folks like UMC etc. Actual manufacturing cost for AMD is likely to be close to $1K per wafer now that they have ramped volumes up.

So I think your projected costs at $35 is too high.

It seems to me that the CPU portion of AMD's biz. will be profitable.
If they can ship "hundreds of thousands" of 350's to OEMS say at $150 apiece we could be very profitable.

I fear the market tomorrow unless some big guys come out and say something positive.

Good luck everybody........I think we will need it tomorrow.

Regards,

Krash
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