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: Cirruslvr who wrote (59841)	5/27/1999 4:50:00 PM
From: kash johal	Read Replies (5) \| Respond to of 1573857

Cirruslvr, Re: "So if AMD gets yields of 40% (is that number OK for AMD with a "new-core" processor by the end of the year?), they get 56 K7s per wafer. At a realistic ASP of $350 per chip until the end of the year, that leads to $19,600 per wafer, or $235.2 Mil from 672,000 chips coming from 1K wafers per week in a 12 week Q. I wouldn't expect these numbers until Q4. The numbers may even be worse because they have to go from .25 to .18." No way in H*ll they are going to yield 56 DPW with that die size. Think maybe 1/2 that and it still would be great for starting out. In 0.18 however the die size tumbles to 100mm2 and you get 250 DPW. They should be able to yield 40-50% on that by next year. Thats when the revenues and margins get exciting. Regards, Kash