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Politics : Formerly About Advanced Micro Devices
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To: Greater Fool who wrote (86724)1/12/2000 2:33:00 PM
From: Charles R  Read Replies (1) of 1576163
 
GF,

<Increasing die size doesn't help unless revenues are increased to cover the opportunity cost.>

Historically the die sizes remain somewhat the same inspite of finer geometries and the ASP says about the same (or goes up in some cases). I don't expect the ASPs to go up in the forseeable future (1 1/2 - 2 years) but I do expect the die size trend to hold.

Let me put it this way: Intel is run by fairly conservative management and Jerry doesn't have too much money at hand to be putting in a lot of additional capacity. So, I am not concerned.

Chuck
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