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


To: Paul Engel who wrote (23724)2/12/1998 12:47:00 AM
From: Yousef  Read Replies (1) | Respond to of 33344
 
Paul,

Re: "They said that they have had 39 wafer runs in the Oregon facility
- which was brought on line for full produciton just weeks ago."

I was going to make a similar comment ... At 200mm, the typical run is
25 wafers. So, 39 runs "in fab" is then 975 wafers. Good cycle time
for a .35um or .25um process is 30 days. So this means that this Fab
will only produce 975 wafers per month unless they plan to significantly
ramp the volume.

Also, I was questioning Rob's assertion that IDTI has 50% margins ... Why
do they then have very little profit ?? Something doesn't add up.

BTW, seems like this thread has turned into an IDTI thread <ggg> ... guess
that happens when the NSM & AMD news is bad !!

Make It So,
Yousef



To: Paul Engel who wrote (23724)2/13/1998 8:09:00 PM
From: Rob S.  Read Replies (1) | Respond to of 33344
 
I think others pointed it out but IDTI has had the C6 in production in their California fab before migrating it up to Oregon. Might not be that much data compared to AMD or Cyrix/NSM but I wager it is a good statistical indication of what is likely to be the continuing rate, give or take a bit.