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Technology Stocks : Intel Corporation (INTC)
INTC 40.01+1.7%Jan 6 3:59 PM EST
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To: kapkan4u who wrote (154785)1/11/2002 10:47:24 AM
From: wanna_bmw   of 186894
 
Kap, Re: "In the days of Mendocino there were no competition in the same performance ballpark, let alone at almost half the die size."

That's a good point, but if you think about it, die size could only put Intel at a disadvantage if it limits volumes, or if it limits cost cutting. In the case of the former, I think Intel will have plenty of fab capacity, and for the latter, I think Mendocino is a good example where Intel made money on this size die. Can you think of other disadvantages? Could it be that this "die size" argument is all just over-hyped?

wbmw
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