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Technology Stocks : CYRIX / NSM -- Ignore unavailable to you. Want to Upgrade?

To: Rob S. who wrote (23704)	2/11/1998 7:47:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 33344

Rob - Re: IDTI and C6 cost estimate. The assumption of a 60% yields is the hinge point. The rest is just math and a few incidental assumptions (I would guess the Ceramic package costs are closer to $10 to $15, not $4). How believable is that yield number? At 60% yield, 180 net die/wafer would be produced. Even at a modest 500 wafers per week, that's 90,000 C6'6 per week or 1.17 Million/quarter. I believe IDT said they produced only 100,000 C6's all of last quarter. I suggest you use this number and work backwards (with various assumptions) to "guesstimate" their true yield. Paul