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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (31403)	4/8/1998 2:30:00 AM
From: Elmer	Read Replies (2) \| Respond to of 1571828

<With an ASP of $112.67, that puts their COST at $168 per K6.> At ~$2000 per wafer that puts their yield at ~12 dpw!. They're baaaaacccckkkkkk Don't you just love Jerry! He can make anything sound good. EP

To: Paul Engel who wrote (31403)	4/8/1998 3:33:00 AM
From: Petz	Read Replies (1) \| Respond to of 1571828

Paul, I actually have a factual question for you: What percentage of wafers are discarded before all production steps are completed? Some simple examples like someone dropped it, or the raw die was no good, or tolerance on a mask layer is off so bad that there are zero good CPU's, etc. Do these kinds of things happen to 1%, 5% or 20% of the wafers? And are these wafers discarded early in the production process or do they go thru the whole process? Petz

To: Paul Engel who wrote (31403)	4/8/1998 4:54:00 AM
From: Kenith Lee	Respond to of 1571828

I'm here - figuring out how AMD sold 1.5 million K6's for $169 million this past quarter for an ASP of $112.67. Lumberjack, Don't bother! Your 900,000 K6 is way off. Where were you the past few days? You big chicken!

To: Paul Engel who wrote (31403)	4/8/1998 7:23:00 AM
From: Exciton	Read Replies (1) \| Respond to of 1571828

Paul, Did you happen to notice the little note at the bottom of their income statement that said that these figures were NOT in accordance with generally accepted accounting practices (GAAP). This was referring to an investment loss which they included in their cost of operation. Subtracting this loss padded the operating costs a bit. Actually if they used GAAP their operating loss was not $83 million, it was a whopping $100 million.