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Politics : Formerly About Advanced Micro Devices

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To: Mani1 who wrote (56070)4/23/1999 2:34:00 AM
From: Paul Engel  Read Replies (1) of 1572216
 
Mani - Re: ""considerably" more than 50% K6 400 and faster..At a local computer super store it seems that almost half the PC's for sale are AMD K6 400 or 450. Not bad."

Not bad?

That implies that the 40% to 50% of Kmart 62's BELOW 400 MHz are being sold at FIRE SALE PRICES - or NOT SOLD at all.

At 34% FUNCTIONAL yield (MY estimates from AMD's financial data), an 81 sq. mm die produce 112 FUNCTIONAL die/wafer.

If only 50% of these are marketable, that means that AMD is getting only 66 die/wafer that they can sell and the rest is sold at deep discounts - if it can be sold at all.

Paul
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