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To: Brian Hutcheson who wrote (2897)	12/15/1997 2:11:00 PM
From: Burt Masnick	Read Replies (1) \| Respond to of 6843

Brian, I believe Jerry said that "50% of the WORKING parts are 233". That is a very carefully worded statement. It DON'T mean that the yield on 233 or higher is 50% (which ain't that good anyway). Which bin the working parts fall in might not be as important as how many part are working parts (at any sellable speed) at all. I don't know what the TOTAL yield on any speed grading is, but I suspect that if any of the numbers were good, Jerry wouldn't keep it a secret. And it will all be very clear in a few weeks anyway. Good investing to all, Burt

To: Brian Hutcheson who wrote (2897)	12/15/1997 2:14:00 PM
From: Van Nguyen	Read Replies (1) \| Respond to of 6843

Comparing all the chips mentioned in Business Week, the AMD K6 has a highest cost of production even comparing with the Cyrx one. The main point is that the K6-266 has been delayed for so long, and AMD policy is to keep its price below Intel's about 25%. Thus, even K6-233 yield is over 50% (assumed it's true), Intel still has plenty of room to cut price on its 233MMX (cost just 50 comparing to 70 which is the cost of K6-166)or its stripped down Pentium II to force AMD to the same percentage of profit margin or even break-even. PRODUCT INTRODUCED LATEST EST'D EST'D PUBLISHED MANUF. GROSS PRICE COST MARGIN PENTIUM MMX, 233-MHZ June 2, 1997 $300 $50 83% PENTIUM II, 266-MHZ May 7, 1997 530 103 81 PENTIUM, 200-MHZ June 10, 1996 106 40 62 PENTIUM PRO, 200-MHZ Nov. 1, 1995 487 144 70 AMD K6, 166-MHZ Apr. 2, 1997 84 70 17 CYRIX MEDIAGX, 180-MHZ Feb. 20, 1997 81 45 44 PRODUCT INTRODUCED TYPICAL PROCESSOR SYSTEM COST PRICE* PERCENT PENTIUM MMX, 233-MHZ June 2, 1997 $1655 18.1% PENTIUM II, 266-MHZ May 7, 1997 2363 22.4 PENTIUM, 200-MHZ June 10, 1996 1252 8.5 PENTIUM PRO, 200-MHZ Nov. 1, 1995 3190 15.3 AMD K6, 166-MHZ Apr. 2, 1997 1040 8.1 CYRIX MEDIAGX, 180-MHZ Feb. 20, 1997 799 10.1