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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: dmf who wrote (66260)	10/12/1998 12:45:00 PM
From: Jeff Fox	Read Replies (1) \| Respond to of 186894

dmf, re:"vast quantity of wafers they sell as souveniers at the Tech Museum in San Jose, the chips that were packaged as key chains and earrings and all. Is this just creative recycling?" Yes! exactly - creative recycling :) Should we be concerned that wafers are in Fry's and other places rather than being sold? No - the wafers sold at Fry's should be of the shortening type covered with chocolate and sugar. All chips sold at Fry's should be salty snacks. Could the availability of wafers at the Tech Museum be an indicator of some sort? <gg> In this industry, bad wafers are accounted as "line yield" (ratio of good wafers to total wafters processed). In a healthy fab this should be in the very high nineties. The semicons do not count line yield losses inside their reported "yield" brags. A poor fab might be throwing away tons of whole wafers and still tell the press some optimistic yield figure. Are you saying Intel has always tossed the entire wafer? Sure - If a wafer is misprocessed the whole thing is scrapped. Interestingly this scrap far exceeds the demand for "jewelery". Most of these bad wafers are ground up and sent to the raw wafer makers where it is recycled. Jeff

To: dmf who wrote (66260)	10/12/1998 1:18:00 PM
From: Ron Mayer	Read Replies (1) \| Respond to of 186894

Accounting question and maverick wafers Forgive me for referring to maverick chips. I realized what I did when I read the thread this morning <g>. ...chips that were packaged as key chains and earrings ... If they sell a PentiumII with a keychain for packageing, does/should this affect the ASP of PentiumII parts? How about javarings: javasoft.com ? I would guess those are factored into the ASP of the JavaChips. If AMD would sell a keychain how much would they price it below Intel?