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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

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Nov 14 9:30 AM EST

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To: Dan3 who wrote (91298)	10/29/1999 3:29:00 PM
From: Tenchusatsu	Read Replies (2) of 186894

Dan, <With the move to .18, AMD's 2 FABs are capable of making enough CPU die to equal the entire world market for CPUs. (2 FABS x 5,000 wafers/week x 52 weeks x 300 die/wafer = 156 million die per year. If yields are 50%, that's still 78 million CPUs> Gee Dan, and I thought some people on the RMBS thread were scolding the Rambus advocates for using flawed arguments like this. 1) AMD's yields are typically 30%. 2) Show me how AMD can fit 300 dies on a wafer (i.e. what's the mix of processors?) 3) Ramping up volume sure doesn't happen overnight, and Intel already has a headstart with its four 0.18u fabs. 4) "If significant market share moves to AMD at the high end and VIA at the low end, Intel also loses chipset and motherboard sales." Yeah, and I guess this is a foregone conclusion, right? Give me a break. Dan, may I humbly ask you to come back down to reality here? Tenchusatsu

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