Intel Corp (INTC)

[kpf]

Elmer

I see what you mean by "screening out" now.

Yield would then reflect only saleable parts

I give you couple examples to point out where the difficulties are in the terms yields and saleable parts.

The first die is one that works perfectly but only at frequencies that do not justify packaging currently. Frequency of your choice. But in a slower quarter, for third world market to keep utilization of packaging up, it would be justified. Saleable?

The second is one with excellent characteristics in terms of power, frequency and all. But you can't use the cache. There is markets for it, different packaging and all, but not as a CPU. Do you count it in for your concept of yield?

The third one works, but exceeds powerdraw for all your current specs of products. But this changes, as you know. You can change it yourself whenever you like. Saleable?

I could continue for an hour with the list. But you see where am I am getting at already, I guess.

K.