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Technology Stocks : Intel Corporation (INTC)

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Nov 28 9:30 AM EST

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To: Dan3 who wrote (119107)	11/24/2000 10:21:38 AM
From: Elmer	Read Replies (3) of 186894

Re: "The Athlon core is half the size of the P4 core. At .13 AMD gets twice the output per cm2 as Intel gets from its .18 process. That means AMD's Dresden FAB can produce as many Athlons in one FAB as Intel can produce P4s in 4 FABs" Once again, nice try Dan but it doesn't wash. First off, AMD announced a delay in their .13u process, not an acceleration, while Intel announced their .13u process is now ready for production. AMD may go to .13u drawn channel lengths but that's not really a .13u process. Furthermore, you can't compare fab output unless you know fab yields, and you don't. With AMD going to .13u transistors it's a sure sign they've hit the wall. You might be interested to know that P4 is not on Intel's most advanced version of their .18u process. A sure sign there's more headroom left at .18u, but we already knew that when they said P4 will reach 2GHz on the .18u fab process. EP

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