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To: Pravin Kamdar who wrote (4745)	3/5/1998 8:06:00 PM
From: Adrian Wu	Respond to of 6843

3000 wafer starts per week; 1000 for 0.25um, 2000 for 0.35 um. 160 usable chips per wafer. Even if they just make K6 with the 0.35um wafers, they will make 2000x160=320,000 K6s per week, or 16 mil K6s per year, which is above the projected 15 mil.

To: Pravin Kamdar who wrote (4745)	3/6/1998 1:46:00 AM
From: Brian Hutcheson	Read Replies (3) \| Respond to of 6843

Hi Pravin , re. Kumar bullish on AMD If those figures are correct (160 out of 340) that indicates their .25 micron yield is 47% , that coupled with 1000 wafers per week would give AMD some very good revenues for Q2 since according to AMD "All .25 will be K6-3D" . No wonder he likes AMD Brian PS 160x1000x13 = 2M k6-3D per quarter at an ASP of $250 that would give revenues of $520M add the K6s on .35 plus the rest of their business (approx $400+ M). AMD's quarterly revenue could be over $1B