Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Maxwell who wrote (40279)	10/29/1998 12:34:00 AM
From: kash johal	Read Replies (2) \| Respond to of 1573092

Maxwell, >Re: AMD K6-2 yield is north of 190. What's Intel on PII and >CeleronA? Don't expect any real facts or numbers regarding yields from Paul. If the 190 number is remotely accurate then AMD's die costs are sub $15 and total cost is sub $40.00. Should indeed be a ROCKING QUARTER just like AMD's VP Sales stated. Regards, Kash

To: Maxwell who wrote (40279)	10/29/1998 12:38:00 AM
From: RDM	Read Replies (3) \| Respond to of 1573092

The yields have been the topic of comparison between AMD and INTEL since the early 1970s. AMD frequently chooses more aggressive layout rules than Intel resulting in many times a smaller die size and more yield candidates per wafer. Intel frequently has been more conservative in layout rules and gets a higher percentage yield per wafer but fewer yield candidates. These comparisons are sometimes muddled because Intel goes to the next generation feature size sooner and may be using .25 microns rules when AMD is using .35 micron rules making such comparison more difficult. When comparing economies of yields, the number of good die at a given performance level is the primary object measurement. The highest percentage yields is good primarily for bragging rights. Intel has frequently had the high percentage yields. AMD may be very competitive when comparing sellable die per wafer. The debates about yield will never end. AMD does not have to match the percentage yield of Intel to establish a strong #2 position in the CPU chip business. As #2, AMD can be very successful and profitable along with a successful and profitable Intel. If AMD succeeds in their strategy AMD will achieve much, much more percentage growth than Intel. I own both AMD and INTEL. I hope for outstanding returns from AMD and good returns from INTEL. The PC business is big and still rapidly growing despite Asia.