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

To: dougSF30 who wrote (237250)	7/26/2007 1:51:54 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 275872

>> Wow, or 28% yields with .5 def/cm^2 itself. What does that mean in terms of good die per wafer ? around 60 ? Tested/packaged per piece cost for barc should come to around $150/each. Then there are the bins. They should be at some usual distribution. Like 5 bins distributed evenly 200 Mhz apart - from 1.4 GHz to 2.2 Ghz. And only the higher bins will make AMD much money. Of course their weight in the total mix of AMD production will be low. Therefor their effect on over-all gross margin will be low. Now it is obvious that AMD will lose $400m-$500m in q3. There will be very little relief in q4.