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To: dougSF30 who wrote (199358)5/30/2006 1:54:47 AM
From: PetzRead Replies (1) | Respond to of 275872
 
re: Albert: <<1st 6 months it would be 15% at best on average with 30% exit rate.>>

Doug: <Actually, not necessarily. Can you spot your false assumption?>

Albert is making the most optimistic assumption for you, a linear ramp. More likely, the ramp is exponential or quadratic. For example, a linear ramp in wafer starts accompanied by a linear ramp in yield results in a quadratic ramp.

With a quadratic or exponential ramp, the average for the last six months would be considerably less than 15%.

Petz



To: dougSF30 who wrote (199358)5/30/2006 9:17:41 AM
From: AK2004Respond to of 275872
 
re: Actually, not necessarily. Can you spot your false assumption?

I know, I know - the average rate over the 1st 6 months was 50% with an exit rate of 30%, right?

re: You didn't like the 40%?

50% was your number?

-AK


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