Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 39.36

-0.1%

Jan 5 3:59 PM EST

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To: kash johal who wrote (139017)	7/11/2001 12:01:41 AM
From: THE WATSONYOUTH	of 186894

So inherently for Intel to succeed they must offer reasonably compelling value. Now lets suppose they price their chips at $10-20K each. Folks like Sun, IBM will wipe HP,CPQ,Dell etc out in the server market as their inhouse systems will be much lower cost. It costs IBM and other foundries less than $2K to process a wafer thru a typical high performance 7 level metal process. It is believed that a complete Power4 MCM (multi chip module which includes 4 chips or 8 cores) will cost IBM less than $2500. If the module itself costs $500, a single wafer would need to yield only 4 chips to populate it at a total cost of $2500. If IBM UNIX systems are replaced by Wintel boxes, it will not be on the basis of the COST of the processors. Period. THE WATSONYOUTH

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