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

To: Jim McMannis who wrote (36418)	8/27/1998 10:39:00 PM
From: kash johal	Respond to of 1572366

Jim, Yes, it is interesting what's going on with wafers and costs. We do much simpler chips than CPU's and quite often we put a $0.50 die in a $1.50 package and sell for $3-4.00 range. In fact the test cost ($0.35) alone is approaching the silicon costs for our chips! However I think Intel has hung themeselves. We know they have better yields and lower wafer costs, however as they have bigger die, more expensive packaging and motherboards their cost leverage is gone. With hindsight the PII and slot1/2 cartridge is an achilles heel and AMD is getting ready to fire the K7 straight at it. Good luck. Kash