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To: Tiley who wrote (5107)	3/20/1998 12:22:00 AM
From: Kenith Lee	Read Replies (1) \| Respond to of 6843

Manish, The question I asked is directed to Mr. Know-it-all. It is not directed to you. However, why would Intel won't selling the 350 and up if they yield is better than 140npw. Paul said way north of 140 and you said even better. Based on these numbers, do you even know what this translates to in percentage? Even with your conservative number, the yield is above well 50%. Why would Intel stockpile these gems and let them rot in warehouse? Do you know high speed CPU is like perishable item such as Strawberry? The price drop faster you can brink. As you had pointed out, the system infrastructure will not be ready for quite sometime. Why not selling them as 333s at today's price (probably get more money from today's 333 than tomorrow's 400s). If their confident level (yield) is so high, the parts will be replace in a heart beat. If I were Andy, selling them now will help offset this quarter's lower than expected revenue. That is a big IF I have them now. Here are the price of the PII (512k) Speed 333/300/266/233, price 730,525,387,288 chipmerchant.com If Intel switches 1/2 the capacity to .25u and produces 350+ mhz and sell all of them as 333s, it will be equivalented (revenue)to 194,264,354ndw for speeds of 333,266, and 233mhz (based on 140npw) respectively. I haven't even include savings of fewer cache and the thermo-bricks. Since the rivals all have capacity problems, cutting back supply would increase price further. Do you know that there are much less than 354 total die per wafer (.25u PII)? Hack, why waste time to make and sell 233mhz when they can get better than 100% of equivalent yield? -KL