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Technology Stocks : Intel Corporation (INTC)

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To: Tony Viola who wrote (147155)	11/8/2001 9:12:19 PM
From: Paul Engel	Read Replies (1) of 186894

Tony - Re: "Said he thought the 116 mm die size estimate for Northwood, from Intel, was "generous" and AMD expected its die to be bigger" Correct - AMD did show that the Northwood die size was 116 sq. mm. If this is true, it is probably the BIGGEST PIECE OF NEWS from AMD's meeting. I repeat - IF IT IS TRUE !! A Northwood die size of 116 sq. mm. with 512 K L2 cache (0.13 micron) will be a HUMONGOUS REDUCTION in die size from the 217 sq. mm.. on the Willamette Pentium 4 (0.18 micron). IF TRUE, this bodes EXTREMELY EXTREMELY EXTREMELY WELL for Intel. Did I say EXTREMELY ? Paul

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