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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (35586)	9/20/2000 12:14:45 AM
From: chic_hearne	Respond to of 64865

rudedog, In laymans terms, it looks like this. Assume AMD or Intel can get 200 processors per wafer with 50 errors. This is a yield of 75% or 150 good processors. A die size of about 100mm2. I don't know of Sparc's size, but it's at probably at least twice as big. 100 processors per wafer with 50 errors gives a 50% yield giving 100 good parts. You can't compete in a commodity game with these stats. (I'm just guessing so don't hammer me on the numbers). well, at 3300 units a quarter, I don't think volume will be a problem I think you may be seriously underestimating this. Add in Sun's existing customers and contacts which are not current customers and this number could go up 10 times in a few quarters. chic