Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dan3 who wrote (49940)	8/4/2001 11:50:28 PM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Re: "AMD can get about 350 80mm die off an 8" wafer" No kidding? Well, Dan3 - you just posted ANOTHER LIE !! An 8 inch wafer DOES NOT QUITE HAVE 350 COMPLETE DIE SITES for an 80 SQ. MM die - a bit less, in fact. Yet YOU CLAIM that AMD gets 100% YIELD on these die . My, my, my !! Really, Dan3 - your nose must be 13 feet long by now !!

To: Dan3 who wrote (49940)	8/5/2001 4:05:59 AM
From: Yousef	Read Replies (1) \| Respond to of 275872

Dan3, Re: " ... then the cost per die goes up to $14 instead of $8 per die (much closer to what the actual cost will likely be)." Please, with your indepth "knowledge" of IC costs, explain again why AMD is predicting a Q3 loss. Will AMD's ASPs fall that much ... I don't think you know what you are talking about ... Sorry. TIA Make It So, Yousef

To: Dan3 who wrote (49940)	8/5/2001 4:11:02 AM
From: Jim McMannis	Respond to of 275872

There are closer to 300 possible good die in a 8" wafer @80mm2 if you start counting edge loss. Then you have to adjust for yield and about another 10% lose at final testing. OTOH, Youseless is a process expert and can verify this. I wouldn't trust him on anything to do with Mhz though. He once swore the K6 would never get over 300 Mhz or the Athlon would make it over 400 Mhz. When the Athlon appeared and AMDs stock price went up he went searching for his shorts and dissappeared for a year or two. Of course when AMDs stocked dropped he convieniently reappears to play pass the salami with Paul. Hey, things never change. sigh. If AMD can get a 35% increase in clock speed with SOI it's well worth dedicating a fab to it. AMD can always have a back up non-SOI plan in place...maybe even functioning FAB space. Jim Jim