InvestorsHub Logo
Followers 24
Posts 15456
Boards Moderated 0
Alias Born 12/30/2001

Re: yourbankruptcy post# 10721

Thursday, 08/07/2003 4:17:26 PM

Thursday, August 07, 2003 4:17:26 PM

Post# of 97814
YB - Do you know what is the price of 2 Ghz part? Is it on sale now? If the price is less than twice of 1.8 Ghz part then AMD is clearly getting close to 15% binsplits.

For the sake of discussion let's assume you're right. This doesn't tell you anything about yields though. They could have 30% yield with excellent binsplits.

One more point, we know that IBM is consuming at least 2,000 2 Ghz parts this quarter. So, AMD must have at least 5,000 chips coming. They must bin better than 5% to collect this amount.

How many wafers do they have to run to get those 5K parts?


Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent AMD News