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Technology Stocks : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (4758)	3/5/1998 3:45:00 PM
From: StockMan	Read Replies (2) \| Respond to of 6843

P, Re -- YES, YES, YES, YES, YES, AMD 0.25 yields are at 47%!!!!! You should spend more time reading and trying to comprehend, than post BS. Maybe you should join that Bobby Walters of ABC 20/20 's private message board. You are however good at addition/multiplication. The yield nos that you have come up with is most likely for the SDC facility. Because according to the article. AMD is also showing progress in producing chips according to the more efficient and profitable 0.25 micron manufacturing process You are funny, Petz, keep the posts coming. He-he-he-he. BTW, please compute Intel's ASP's. Use whatever speed mix you see fit. Stockman

To: Petz who wrote (4758)	3/5/1998 6:18:00 PM
From: Petz	Respond to of 6843

The correct link for the Kumar yield quotes: news.com

To: Petz who wrote (4758)	3/5/1998 8:04:00 PM
From: James Yegerlehner	Read Replies (3) \| Respond to of 6843

>> Die size for K6-3D is 81 mm^2. Max dice are 387. With wasted space on outside and scribe width between dice, this is totally consistent with Kumar's number of 340. << John- Thanks for the elaboration. I agree those numbers imply 0.25 K6-3D wafers. I Remember Sanders saying in the last cc that K6-3D wouldn't be available in quantity before March. I also recall his saying that 0.25 wafer starts would displace 0.35 starts. This presumably accounts for the lower K6 production for the quarter. The 0.25 wafers were yielding next to nothing for most of the quarter, so K6 units could conceivably be 2/3 of the previous quarter's production. If this pans out, then next quarter might be the first good one. I'm concerned that the K6-3D won't command a premium over the K6: does anyone know when DirectX will be available with K6-3D support? Is there any reason why K6-3Ds would be more desireable than a K6 other than the 3D instructions? Jim

To: Petz who wrote (4758)	3/6/1998 12:03:00 AM
From: Maxwell	Read Replies (5) \| Respond to of 6843

Kumar's View on AMD: My God, Kumar is actually saying something nice to AMD this time. The sky is falling. Nevertheless I couldn't agree with him more. All the rumors finally came out in the article Pravin posted. It is consistent with all the rumors I have heard starting with the K6 appreciation website that all the Intellabees made fun of. Yes, AMD succeeded in fixing the 0.25um process and at 47% at this point! My friend this is BIG NEWS, a bigger news than the IBM-AMD deal! A few months back I said that if AMD can get the 0.25um going than they are back in the game. The day is here according to Kumar's source. With this information AMD is a very good investment. Here is why I think so. 1) AMD 0.25um is the most aggressive process in the semi today. 8.8M transistor on a 63mm^2 achieves the highest density in any CPU. This is a VERY small die and SMALLER than a 0.25um Pentium! Smaller die size is always to your advantage if you can get the yield up. Even with a complex die like this AMD has achieved impressively 47% yield! This is no trivial task like Dr. Engel has pointed out and AMD did it. 2) At 47% yield, 160 out of 340, AMD will MAKE GOOD MONEY. These chips will run at 266MHz and 300MHz. At conservatively $160 a pop, AMD will get $25,600/wafer. That is damn good money for a wafer alot more compared from what they were getting on the 0.35um. A wafer cost about $4000 to $8000/wfr to make. 3) Even at 0.25um K6 ASP=$160 it will be difficult for INTC to further drop in the price. They can't sell their PII-300 for $180. The cartridge alone cost them at least $80-$100. 4) Remember AMD needs 3 things to do well ---a) Product ---b) Customers ---c) Volume ---AMD achieved a) and b) last year and was unable to deliver c). Now with c) behinds their back they are home free. They can seriously compete with Intel neck to neck in terms of price and performance. AMD will always make money on the 0.25um even if they sell their chip for $100! 5) Remember the 0.25um process will be around the next 2 years. What this mean is that AMD WILL HAVE NO PROBLEM making the K6-3D, the K6-3D+, and the K7. They all use the same 0.25um process. The only thing that will be different is the DEFECT DENSITY! So AMD will make some good money the next 2 years as they penetrate the market with the K6/K7 products. 6) K6-3D WILL BE A HIT! K6-3D is no gimmick. There are real 3D games written for it. If AMD will give a few good 3D games away for every K6 system people buy then it will be selling like HOT CAKES. Why spend $350 for a PII cPU when you can buy a K6-3D-300MHz for $160 with a couple of free smashing 3D games. If AMD markets like I suggested AMD-K6-3D will take off so fast you couldn't believe. 7) INTC will less likely to aggressively to drive AMD out of business by cutting deeper in price. It costed INTC $650M in sales in Q1-98 because of the price cut. Investors are pissed because of the revenue declines. Just watch what investors will do to INTC if INTC will drop price again. 8) IBM-AMD-CPQ alliance. All are joining force to fight the evil empire. This can only help AMD. 9) AMD is ROCK BOTTOM! At $21 with the K6-3D and K7 in the pipeline with a robust 0.25um process? What else can you ask for? What do you think? So what with the Q1 loss and $1B in share dilution. The $1B share dilution is a MUST for AMD to move forward to compete with INTC. They need FAB30 and to fully capacitize FAB25. To compete and make money AMD must borrow money and expand. Q1 may look bleak but the next several quarters when AMD is fully running 0.25um look very good. No wonder Kumar has a change of heart. Maxwell