Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 48.72

+3.0%

Jan 14 3:59 PM EST

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To: Elmer who wrote (130691)	3/24/2001 12:19:11 AM
From: Joe NYC	Read Replies (1) of 186894

Elmer, Why is .13u so critical? Considering that ASP is more important than die cost, just how significant is reducing your die cost by maybe 25%? if it's already just a fraction of overall cost? Intel says they will reach 2GHz on .18u so again, why is .13u so significant? I think .13u is very significant for P4, because .18u part will never achieve performance dominance in its short remaining life. If Intel doesn't own high end, it is either owned by AMD or shared between the 2 companies, which is win for AMD. Intel valuation and future is based on dominating the CPU market, and it is not happening now. It will it happen until .13u P4, and even that is assuming that AMD will stumble. Joe

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