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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 236.73-6.1%Jan 30 9:30 AM EST
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To: wanna_bmw who wrote (51014)8/14/2001 1:02:34 PM
From: Milan ShahRead Replies (1) of 275872
 
Given that it costs Intel the same amount of money to run, say, 10,000 Pentium III wafers as it costs to run 10,000 Pentium 4 wafers

This is a fundamental flaw in your assumption - in reality, it costs Intel almost twice as much to run 10K units of P4 vs 10K units of P3. P4 is twice the die size of P3.

So the question is more like should we manufacture 10K P3 with ASPs in the 100-180 range, or 5K in the 130-550 range. The math would actually favor the P3, but the competitive landscape requires the latter.

Milan
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