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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: dale_laroy who wrote (39419)	5/13/2001 11:05:00 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

How can your estimate change from 158 to 191 die per wafer with no change in estimated die area? Did the wafer get larger? Shouldn't we be able to use some geometry here, anyhow? What's the wafer diameter? 8 inches? (I guess its 200 mm) r = 4in = 10.16 cm (edit: 10 cm) A = pi r^2 = 324.3 cm^2 (edit 314 cm^2) Now I guess estimating edge waste is more interesting... assuming say 20 wasted die-fulls (high? low?): 324.3 / (192 + 20 ) = 1.52 cm^2 = 152 mm^2. Big. Perhaps my waste estimate is low... but still. Edit: 314 / 212 = 148 mm^2 hmm. Is this all from that AMD photo of the wafer in the A4 diectory? We should know soon enough I guess... Doug

To: dale_laroy who wrote (39419)	5/13/2001 11:25:57 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"191 die" Based on 15% edge loss that's 162 possible good die/wafer. Yield at say 75%...thats 122 good die/wafer. Then there is final testing and packaging. Knock off another 10%. Knocks you down to about 110 good chips/wafer. Now, how much does a wafer cost? How much is packaging and final testing cost? If a mobile P-III costs $30 to make and a Palomino costs 65% more that puts the Palomino at about $50. So the idea that Intel will cut prices to say under $100 to prevent AMD from gaining market share would be a little adventurous at best and suicidal for Intel at the worst. Intel could be running out of places to hide high margins. Jim