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Technology Stocks : Intel Corporation (INTC)

INTC 45.51

+10.7%

Jan 9 9:30 AM EST

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To: Tenchusatsu who wrote (139719)	7/19/2001 1:39:58 PM
From: fingolfen	Read Replies (2) of 186894

The die size argument has been used in the past to demonstrate the "superiority" of AMD's K6-2 over anything Intel had at the time. This was around late 1998. Intel's Celeron (the one with L2 cache, not the initial cacheless version) had a die size of 140 mm2. In comparison, K6-2 had a die size of 81 mm2. The 'Droids argued that because of this, AMD could produce two K6-2 CPUs for every one Celeron that Intel produced. Therefore, according to their reasoning, AMD could afford to price their products much lower than Intel's equivalent. It really depends on how large the performance delta is. Right now, I'm impressed Intel's margins are solid given the size of the P4... it's truly a tribute to Intel manufacturing. Right now the performance delta between the K7 and P4 is small... the P4 is really just starting to shine. In the coming months that will grow, and it will truly become a P2 vs. K6-2 scenario again... with the Tualatin "celerons" keeping the price pressure on...

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