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

To: Mani1 who wrote (56070)	4/22/1999 10:59:00 PM
From: Yousef	Read Replies (1) \| Respond to of 1572095

Mani, Re: " ... more than 50% K6 400 and faster ..." This needs to be much, much higher than 50% ... Something like 95%. Over 6-8 months ago, Intel was shipping Celeron (still are) that could "overclock" to 450mhz quite easily. There speed bin yields at 400mhz are obviously much higher than AMD's. This is just one of the reason that AMD CPU's cost more to manufacture. Mani, what do you think the 450mhz speed bin yield is AMD ... maybe 20% ?? Make It So, Yousef

To: Mani1 who wrote (56070)	4/23/1999 2:34:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1572095

Mani - Re: ""considerably" more than 50% K6 400 and faster..At a local computer super store it seems that almost half the PC's for sale are AMD K6 400 or 450. Not bad." Not bad? That implies that the 40% to 50% of Kmart 62's BELOW 400 MHz are being sold at FIRE SALE PRICES - or NOT SOLD at all. At 34% FUNCTIONAL yield (MY estimates from AMD's financial data), an 81 sq. mm die produce 112 FUNCTIONAL die/wafer. If only 50% of these are marketable, that means that AMD is getting only 66 die/wafer that they can sell and the rest is sold at deep discounts - if it can be sold at all. Paul