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Technology Stocks : Intel Corporation (INTC)

INTC 36.59

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10:41 AM EST

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To: wanna_bmw who wrote (147224)	11/9/2001 2:49:37 AM
From: Paul Engel	Read Replies (1) of 186894

Beamer - Re: "What happened to their previous estimation of 140mm2?" I haven't a clue. What "may" have happened, is that AMD actually obtained a Northwood Engineering sample (I'm sure a "close customer" to both AMD and Intel would provide such) and they decapped the package and did a measurement. I doubt that AMD would publicly post the Northwood die size unless they REALLY knew. If that 116 sq. mm. number is true, it is a MAJOR technological tour de force for Intel and their 0.13 micron process - doubling the L2 cache size while reducing the die size from 217 sq. mm (0.18 micron) to 116 sq. mm. (0.13 micron). Also, this could go a LONG WAY to explain the long, sour faces and subdued energy of the AMD folks on that analyst call yesterday. AMD probably feels like they are stuck on a railroad track with the Intel Engine bearing down on them. Paul

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