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: Xpiderman who wrote (45837)	1/13/1999 10:09:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1572808

Xy, There sure are some Morons on the Yahoo threads. There a 300 possible good die on an 8 inch wafer. At 79mm2 (not 81) for a K6-2 thats 79 x 300 = 23,700mm2 of potentially good die real estate on a wafer vs the 30,000 this guy uses. Not only that but where does he get the 5k wafer starts per week figure? Rabbit out of the hat? If he thinks yields are 21% I suggest he short immediately. Jim

To: Xpiderman who wrote (45837)	1/13/1999 10:17:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1572808

XY - RE: "5.5 M parts in one quarter @5K WSPW in F25. = 78 good dpw (if you call 350 MHz average good) K6-2 die size - 81 sq mm i.e. 6318 good sq mm 8" wafer usefull area = 30000 sq mm AMD reject 79% of the silicon they start. That's pitifull, sell now. At least there is a big upside! " You have bad things coming towards you if you believe that crap. Fab 25 isn't at max capacity yet.

To: Xpiderman who wrote (45837)	1/14/1999 2:01:00 AM
From: Yousef	Respond to of 1572808

Xy, Re: "Yousef, I got this from another AMD thread. Can you make some comments pleae. Thanks." Xy, I would be happy to comment ... First, the 78 good DPW calculation is dependent on the wafer start assumption of 5K/week. I made a similar calculation based on AMD's statement of $10,000/wafer in revenue for Q4 '98 and assumed a $100 ASP --> Message 7159029 Now we have the latest info that the ASP's in Q4 '98 were about $90, so this means that AMD gets about 110 good DPW. Thus I think the other post was a little low on the good DPW estimate. BTW, my estimate would say that AMD then has yields at about 30%, not very good IMHO. Make It So, Yousef