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To: Petz who wrote (6556)	6/4/1998 1:42:00 AM
From: StockMan	Read Replies (1) \| Respond to of 6843

P, Re -- At 5000 wafers/week/fab, 130mm die size, 210 potential die/wafer, (you say) 160 good die/wafer, they should be making 50005160*13 = 52 million CPU's per quarter. He he he he he . a good joke indeed!! needed that!! Stockman

To: Petz who wrote (6556)	6/4/1998 9:17:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 6843

Petz - Re: "Either Intel is vastly underutilizing their fabs, or their yield is way below what you say it is." Intel's PROFITS were $1.25 BILLION last quarter. That should tell you something about their yields - if you're smart enough to figure it out. Re: " If less than two of them make SRAM's, that leaves 5 or more equivalent fabs for making Pentium II core die." Clue Number 1 - look at a Motherboard - Intel's Socket 7 or Slot 1. Clue Number 2 - Count the number of Intel Chips on the board. Clue Number 3 - Socket 7/430 TX boards will have a Northbridge and SouthBridge chips (1 each) and a Pentium chip as well as a Flash Memory chip (we'll not count this one). Clue Number 4 - A Pentium II/Slot 1 will have either a 440LX or 440 BX chip set - again a Northbridge and a Southbridge (1 each) as well as Flash Memory (again, we'll ignore this). Clue Number 5 - Open up a Pentium II Cartridge - you will find in addition to the Pentium II chip a few SRAM chips (Non-Intel) and one Intel Tag Ram chip. Clue Number 6 - A Pentium Pro board will most likely have an older Natoma (440 FX) or 450GX chip set (3 each) plus a southbridge chip. Clue Number 7 - Add the above numbers and you will compute that Intel makes about 3 or more chips per motherboard, ONLY ONE OF WHICH IS THE CPU CHIP! Clue Number 8 - Re-Do your math with your new-found information. Paul

To: Petz who wrote (6556)	6/5/1998 2:41:00 AM
From: Paul Engel	Respond to of 6843

Petz - AMD's K6-2 must be running at HIGH YIELDS. Last week, AMD launched the product with a $281 price tag for the 300 Mhz part: {================} Pricing and Availability The AMD-K6-2 processor is available now. The AMD-K6-2/333 is priced at $369; the AMD-K6-2/300 at $281; and the AMD-K6-2/266 at $185, each in 1,000-unit quantities. AMD plans to offer a 350-MHz version in the third quarter and a 400-MHz version in the fourth quarter of 1998. {=================} According to Pricewatch (http://www.pricewatch.com/) they are already selling for $179. Yields must be really high for this chip, wouldn't you say? Paul

To: Petz who wrote (6556)	6/6/1998 9:59:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 6843

Petz - Re: "Intel's FABS and non-CPU products. Here is another example of how Intel makes use of their FAB capacity - for making non-CPU chips. Paul {=========================} techweb.com June 08, 1998, TechWeb News Networking Chips -- Controller downsized -- Intel shrinks Fast Ethernet silicon By Loring Wirbel Hillsboro, Ore. - Intel Corp. has transferred its Medium Access Control/transceiver chip for Fast Ethernet to a 0.35-micron CMOS process, reducing the size of the chip by 75 percent, even while adding logic for Alert On LAN functions. The 82559 controller is optimized for use in CardBus PC Card applications as well as LAN On Motherboard uses in desktop computers. Interfaces for the new controller are 3.3 V but 5-V-tolerant, offering typical power dissipation of 0.412 W at 3.3 V or 2.25 W at 5 V. A special sleep mode takes current drain down to less than 5 mA at 3.3 V. Intel has shifted the controller to a ball-grid-array package measuring 15 mm2 for optimal use in PC Card and other small-form-factor designs. Intel's network products division now can call upon the power of two Ethernet-chip architectures. The recent acquisition of Digital Semiconductor brought along that company's 211xx Fast Ethernet controller line. Taizoon Doctor, OEM sales and marketing manager in Intel's networking group, said that the 21143 in particular fills interesting application niches not addressed by Intel's internal Ethernet line. The company is preserving the numbering of the Digital Semiconductor family, though the branding is rapidly shifting to Intel. While the 211xx family is good in some desktop and hub applications, the 82559 and its predecessor, the 82558, are Intel's primary thrusts into desktop and server PC markets. Both controllers integrate digital-MAC and analog-transceiver functions, requiring only physical-layer magnetics and a handful of discretes to implement a full Ethernet interface. The new chip supports both Alert On LAN and Wake On LAN, two functions that Intel developed in conjunction with IBM Corp. They allow an Ethernet node to be managed and alarms to be sent in a low-power state, even before the OS has been loaded and the system has been booted up. The original Alert On LAN functions were offered last January in an ASIC by Intel and IBM, but all functions now have been integrated into the 82559. In addition to a standard CardBus interface, Intel has added logic for easy implementation of combined functions on a single card, such as an Ethernet interface and analog modem. The chip supports all layers of the Wired for Management 1.1 spec. Intel will not provide pricing until the 82559 is in full production this fall, but it will offer samples to customers this summer. Call (408) 765-8080 www.intel.com EETInfo No. 600 Copyright r 1998 CMP Media Inc. New Search \| Search the Web You can reach this article directly here: techweb.com