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


To: Tenchusatsu who wrote (45952)1/14/1999 1:36:00 PM
From: d e conway  Respond to of 1583384
 
Ten...

<< can't include an extra million >>

Yes, you are probably right. However, we could include it if we assume a significant ramp-up over 3Q and that 4Q in-process/inventory was that much larger than 3Q...who knows?

regards, Dan



To: Tenchusatsu who wrote (45952)1/14/1999 1:40:00 PM
From: Jim McMannis  Respond to of 1583384
 
Based on 38k wafers.
38,000 (but were all these good wafers?) x 300 possible good die/wafer= 11,700,000 possible good die.
Actual number chips est. 5.8 million.
5.8/11.7= 50%...
Better % if some wafer starts are thrown away. Also, only 90% of the wafer starts were K6-2. Yields were better on the K6 wafers early in the qtr. So overall yields after final testing were likely better than 50%...
Problem was that 800k-1 million were those down binned CXT cores that showed up as yield but killed ASPs...

Jim




To: Tenchusatsu who wrote (45952)1/14/1999 2:46:00 PM
From: Petz  Read Replies (1) | Respond to of 1583384
 
Just for curiosity, where are you guys getting 38K wafers from? Was it in the CC or an analysts report? Anyhow, on the "in-process" question, since there's much more "in-process" now than in October, just split the differnce and say yield was 46%.

One good number I derived from the financial statements is the incremental cost to produce a K6-2. Its apparently $30. (based on the delta to # of units, and delta cost of sales minus delta depreciation)

Petz