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Technology Stocks : CYRIX / NSM -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (29881)10/13/1998 5:30:00 PM
From: Steve Porter  Read Replies (1) | Respond to of 33344
 
Joe,

The guy is on crack. You are quite right that those look like monthly wafers and weekly chips..

400K cpu a month x 3 months = 1.2M cpus a Q which seems right.
but 2000wafers a week in a plant that is only capapble of 10K a month, and is "officially" only 1/3 utilized (per company announcements).. well you do the math.

1000 wafers for other nsm products and 2000 wafers for CPU products.

This puts CPU cost (not including packaging and testing) at approx $15 which is right on.

Steve




To: Joe NYC who wrote (29881)10/13/1998 5:41:00 PM
From: FJB  Read Replies (1) | Respond to of 33344
 
Here's a new GX notebook:
news.com

The numbers off Yahoo are a joke. They get 396 gross die per wafer with the GX. Running at full utilization, the wafers will not have a cost of $3000 a piece. The MII was yielding 70% on their first batches at South Portland according Halla and it is a more complex device. Take your pick, the Yahoo numbers sound wrong in every respect.

Bob


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