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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (75896)	10/18/1999 5:07:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1571207

<Briefly, AMD claimed to be processing >4000 wafers per week (13 weeks/quarter) and they shipped only 4.3 million K6-2's + 200,000 AthWIPES. Die sizes - 81 sq. mm for the K6-2 & 184 sq. mm for the AthWIPE. PLUS - AMd had an overhang of >2 million CPUs left over from Q2 !!!> What does your model show for yields if you plug in 6Mu K6-2 for output - which is what AMD did in Q2.

To: Paul Engel who wrote (75896)	10/18/1999 8:10:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1571207

Re: AMD claimed to be processing >4000 wafers per week... Paul, AMD makes embedded processors, networking, and communications chips as well as PC CPUs. They grossed several hundred million dollars from those parts last quarter, and those aren't high ASP parts. I couldn't begin to guess what the mix of wafer starts was, but there were certainly many wafers used for the communications, networking, and embedded processor parts. Dan