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: Tenchusatsu who wrote (36413)	8/27/1998 10:08:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1572209

Tenchustsu, I'll call you Ten for short it that's OK. K6-2 die size is 79mm2. This translates into roughly 307 possible good die per 8" wafer. Let's say 300. Best estimate of the cost of a 8" wafer is 2,000-2,500. Let's say 2,250 for arguments sake. 2250/300=7.5 cost of silicon. Now what yield would you like me to use? 50%? 60%,70%...OK...without telling to you what AMDs yields really are, let's use the low end, 50%. That's 150 good die. 2250/150=$15... Now let's add something in for packaging, final testing, stamping the name on etc.. $20. How do I get that...oh I think that's been stated by AMD somewhere. 20 + 15 = $35 probably less... The celeron A? do the numbers but ony use about 155 possible good die at 154mm2. Yields better. Lets say...70%...108 good die/wafer. 2250/108 =21 for the silicon. add 20 for packaging? OK...but the Celeron A has a cartridge...add another $10. 21 + 20 + 10 = $51....maybe less... Jim

To: Tenchusatsu who wrote (36413)	8/27/1998 10:40:00 PM
From: Maxwell	Read Replies (1) \| Respond to of 1572209

Tenchusatsu: <<<Let's face it, AMD still has trouble trying to position the K6-2 as a Pentium II competitor, and Intel marketing has done a good job relegating the K6-2 down to the Celeron segment of the market, even before Mendocino. The only viable chance that AMD has in breaking through the Celeron barrier is Sharptooth (a.k.a. K6-3).>>> I mentioned this before in passing, but I guess I could emphasize it again. Thanks to the K6-2, the PII and Mendocino HAVE NO 3D ENGINE! DirectX 6.0 does nothing to PII or Mendocino. It will however improve K6-2 up to 50% when future games access DirectX 6.0! PII and Mendocino may look good with old games but future games will UNLEASH the power of 3DNow!. Sales of the K6-2 might be hurt somewhat by Mendocino, but not as much as the PII-350 MHz. After all, who in the world is going to pay Pentium-II-350 which has less than 5% speed increase above the Mendocino 333 MHz and no performance gain over Mendocino? Future games won't make Mendocino any faster than what it is already. What you see is what you get. K6-2 on the other hand will see 10%, 20%, 50%, etc. improvement when drivers are available from 3DFX, Matrox, etc. and game drivers for new games. Before you say that '3DNow! is a pain in the ass' because of the software drivers consumers have to load JUST THINK OF KNI KATMAI. Let's face it, INTC still has trouble trying to roll out the 3DLater Katmai to compete with the K6-2. Intel knows it. They are adding more die size so they can tell you how bigger a die size they are giving you. AMD has done a good job relegating the PII and Celeron. Intel is so desperate that they will do anything to keep AMD from getting a bigger market share. The only viable chance that INTC has in breaking through the 3DNow! is KNI but that is not even a sure thing. Maxwell