Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Engel who wrote (33452)	6/20/1998 3:12:00 PM
From: Jim McMannis	Respond to of 1572918

Paul, Thanks for your answer. Since I don't have AMDs ASP I really can't say but $90-$100 seems like a good quesstimate. Even then... From what I'm hearing it's not a problem for AMD to produce over 5 million K6s and K6-2s on .25 in the 3rd quarter. But can they sell them all? Seems as though if they could get the costs into the low $30 range they could make a few bucks?...? At $2000-$2500 a wafer that would seem feasable wouldn't it? Let's say 300 possible good die on a wafer for the K6-2 and slightly less than 350 for the K6. Jim

To: Paul Engel who wrote (33452)	6/22/1998
From: Maxwell	Read Replies (1) \| Respond to of 1572918

Dr. Engel: I have a few questions concerning Intel: A) << Intel should ship about 10 million Pentium II/Celerons this quarter.>> I thought they would ship more than 10M PII/C this quarter. Are they limited by silicon, cartridge, SRAM, packaging, or demand? B) Have they completely ramped in their bump process? C) Have they reduced their PII 131mm^2 die size by eliminating the bonding pad? If so what is the new die size now? D) How come Intel couldn't get their SRAM running at same CPU speed when the PII was released? Was it because fast SRAM didn't exist at that time? TIA Maxwell