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

To: pgerassi who wrote (138167)	10/29/2004 6:10:41 PM
From: Elmer Phud	Respond to of 275872

Pete Intel does not sell a majority of Dothans. So why did you use those as an example? This was all hypothetical. If Intel was going to sell at $15 don't you think they'd sell the cheapest one to make? How do you know Dothan yields anyway? How do you know ir doesn't. I only assumed that Dothan yields as well as AMD. Are you saying that my yield estimates for AMD are too high? Are you using "line" yields you disparaged instead of saleable bin yields? Nope. 612 GDPW from a 300mm wafer with defect density of .25d/cm2. I've posted the link many times here. Did you forget to process the wafers? The raw wafer is a fraction of that cost. The price I quoted was fully processed. As Prescotts and Celerons are Intel's highest selling lines, why didn't you use them? See the first answer. I need a $2,500 wafer, $1,000 of processing, $100 to cut the wafer into dies, $1.80 to test for a good working 1.4GHz Dothan, $10 to package that die, $1 to ship it to the assembly plant and to the US, $2.5 for the 1/2 HSF as half the sales are in PIBs, $5 for the box, carrier and documentation. Wrong. The $2500 is already processed. Cutting the wafer up is included in packaging cost. $1.80 is too high a test cost but negligable in this calculation anyway. $10 packaging is close and the others are inflated incidentials.