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: Elmer who wrote (41466)	11/13/1998 11:53:00 PM
From: Maxwell	Read Replies (1) \| Respond to of 1573558

Elmer: <<The yield numbers ~150/300 are quite frankly piss poor yield. I thought they could do better than that.>> CeleronA has less than 150 dice/wafer. $100 a pop X 150 dice = $15K/wafer. That is good money. <<Tell me Maxwell, will we get some benchmarks next week or just more hype?>> I thought it was you hyping that AMD only have K7 foils. Now you changed your mind and wanted benchmark. The scoup is that the benchmark of K7 blows away PII on both Windows98 and WindowNT. Maxwell

To: Elmer who wrote (41466)	11/14/1998 12:07:00 AM
From: kash johal	Read Replies (1) \| Respond to of 1573558

Elmer, > "Re:The yield numbers ~150/300 are quite frankly piss poor yield. I >thought they could do better than that." Elmer you are absolutely correct they can do better. And think with fab capacity of 5K wafers/week at MEGAFAB 25 this translates to only 10 MILLION units per quarter. Scary isn't it, poor yields(only 50%) and costs in $45 range(packaged/tested). And poor old AMD will only be making 50% margin on these K6-2's next year. Also another SCARY thought ANOTHER MEGAFAB ready to turn on next year with capacity of 20K wafers/month. Just imagine what these LOUSY AMD guys could do if the put some old INTEL guys in charge. Hold that thought.......another SCARY thought Elmer........ATIQ..... Regards, Kash

To: Elmer who wrote (41466)	11/14/1998 1:31:00 AM
From: Brian Hutcheson	Respond to of 1573558

Elmer , re. AMD's K6 production AMD's K6 on .25 went from 1M in Q2 (1.8M were on .35) to 3.8M (all on .25)in Q3 . So the .25 production in one quarter rose 280% . The figures I have heard on the grapevine are over 5M and make more sense in view of the Q2-Q3 performance . Brian

To: Elmer who wrote (41466)	11/14/1998 11:31:00 AM
From: Kevin K. Spurway	Read Replies (2) \| Respond to of 1573558

Re: "The yield numbers ~150/300 are quite frankly piss poor yield. I thought they could do better than that." Keep in mind AMD is still producing 300s and 333s, where the yield will be higher. The number the article cited was yield on the 350s. The funniest thing is that you just made a detailed post on how Celeron yields of 70/wafer made GREAT MONEY for Intel: exchange2000.com As Maxwell correctly pointed out in response, that 70s number means Intel is only getting 50% yield on its 00-333 MHz parts: exchange2000.com Pretty amusing, really. I guess you think its okay for Intel to get a 70% yield on its low end garbage, but AMD "could do better than that." I'm glad you have such confidence in AMD! Take off those Intel blinders, Elmer. Kevin