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Politics : Formerly About Advanced Micro Devices

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To: Duncan Baird who wrote ()	6/19/2000 4:59:00 PM
From: EricRR	Read Replies (1) of 1576340

ebns.com As part of the launch, Bode tipped the die size chip of both the Duron and Thunderbird processors, indicating their manufacturing costs. According to Bode, the Duron is about 100 sq. mm, about the die size of the original Athlon. The new Thunderbird processors, Bode said, are about 120 sq. mm. Intel's Coppermine, a performance-class processor with 256 Kbytes of level-2 cache, currently requires about 106 sq. mm of die space to manufacture. All chips are fabricated in a 0.18-micron process. < ??? >That means that both the Celeron and Coppermine will cost less to manufacture than the corresponding Duron< /??? > and Thunderbird, leading AMD to either one of two strategies: try to race ahead on clock speed, using the premiums on its fastest chips to help offset the lower margins on its slower chips; or simply accept lower margins. Given OEM reports that AMD seems to still be providing an ample supply of microprocessors, OEM sources said they believed AMD would try for the former strategy. Still, analysts have said recently that AMD still isn't permitted the sort of aggressive pricing strategy that incumbent Intel has enjoyed. I love it when reporters don't even bother to read what they write! <engel> Lets GET IT straight: DURON WILL bE CHeaper to manUFActer!!! </engel>

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