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


To: Si Eng. who wrote (38860)10/8/1998 11:09:00 PM
From: Time Traveler  Respond to of 1574569
 
The analyst is talking about the number of 400MHz parts cherry-picked from the 300 to 350MHz ones. Maxwell just got a 300MHz to run at 400 a few weeks ago if he can believe him.

Time Traveler



To: Si Eng. who wrote (38860)10/8/1998 11:29:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 1574569
 
Si Eng - Re: 'I can tell you that I'm sure thier yield is in the range of 40% to 80%."

Now that's a hot piece of news.

That means that AMD could be making a Penny A Share with Fantastic yields at 80% !

That kind of limits their upside potential somewhat.

If you knew anything of value, why don't you know their yields EXACTLY instead of a 2x WAG ?

Paul



To: Si Eng. who wrote (38860)10/8/1998 11:51:00 PM
From: Brian Hutcheson  Read Replies (1) | Respond to of 1574569
 
Re. yield on 400mhz parts
Also a yield of 1% on the 400mhz does not jibe with their ramp from 1M on .25 in Q2 to 3.8M in Q3 which indicates to me the .25 process is doing just fine . This plus the price cuts reported a week ago for the 28 oct which precedes the introduction of 380 + 400 mhz parts ,
Brian
PS If Paul is reading this post , the reason I haven't visited this thread for 6 months is because I got tired of reading the posts of people like you . I use the reset button on your posts because they read as if you are policing the thread on behalf of Intel . Do they pay you ?



To: Si Eng. who wrote (38860)10/9/1998 1:57:00 AM
From: Tenchusatsu  Read Replies (2) | Respond to of 1574569
 
I work at different chip manufacturers fabs, and I can tell you that I'm sure thier yield is in the range of 40% to 80%.

First, that's a pretty wide guessing range. It's just like being sure that their yield is somewhere between 5% and 95%.

Second, people here as well as Ashok Kumar (sp?) have trouble understanding yields and bin-splits. I think that when Kumar was talking about a 1% yield on 400 MHz parts, I don't think he meant that 99% of the parts are just plain unusable.

Of course, now that AMD is going to introduce 400 MHz at Nov. 10, guess Kumar just lost some credibility there.

Tenchusatsu