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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (86716)1/12/2000 2:18:00 PM
From: Greater Fool  Read Replies (3) of 1576122
 
Good points. I think 20% per year is a bit high, but I don't have statistics to back myself up. Anyone?

Increasing die size doesn't help unless revenues are increased to cover the opportunity cost. AMD hasn't had much luck in this regard (witness the K6-III debacle), but the situation will be somewhat different with the Athlon derivatives you mention. When die size is increased to included L2 cache, a very expensive logic process is used to make SRAMs, which though not exactly cheap, are not the high margin product one hopes for in microprocessors.
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