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

To: Petz who wrote (39854)	10/22/1998 1:34:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1578989

Petz, I think you are too optimistic on yields. With the 50% increase in die area I would estimate yield in the 80-120 DPW category. This assumes that bad cache chips will be sold as well as regular k6-2's. With yield of 100 GDW and 50,000 wafers/qtr you get only 5M CPU's/qtr. I also think that Q1 AMD will stop making the older K6/k6-2 stepping. With a wafer cost of $1600 /wfr die cost is only $16.00 so these parts should be very profitable but I am concerned about the capacity issue. Regards, Kash.