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To: AB who wrote (1880)11/1/1997 3:04:00 PM
From: Yousef  Read Replies (1) | Respond to of 6843
 
Anthony,

Re: "Overall yields seemed
to be more of a problem than speed binning."

This doesn't match the available data ... For example, the ChipMerchant
has low prices on the 166mhz and 200mhz K6 while they have been raising
the price (and now have removed) the 233mhz K6. Also, please explain
why the ASP for AMD dropped so dramatically in Q3. If the problem was "overall
yield" then the ASP shouldn't have dropped. These facts make me believe
that there is a "speed bin yield" problem.

Make It So,
Yousef