Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (41488)	11/14/1998 12:54:00 PM
From: Kevin K. Spurway	Read Replies (2) of 1573818

Elmer, here's a theory: "Die bank" refers to finished wafers that haven't been packaged. As far as ASPs are concerned, if AMD yields $150 good K6-2 350s per wafer, and Intel yields 70 (call it 75--I'm feeling generous and its easier math), then Intel's Celeron ASPs have to be double what AMDs are for the dice to be equally profitable. Is this case? CeleronA 333 (no 350 exists): $114 K62 350: $123 (lowest prices on pricewatch.com) I'll let you draw the conclusion. Hint--Mine is that even if AMD were demand constrained, they'd be able to lower prices a LONG way before their K6-2 wafers were less profitable than CeleronA wafers. Since AMD chooses not to lower prices even more, I have to conclude they're not demand constrained. Kevin

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