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Technology Stocks : Intel Corporation (INTC)
INTC 36.08-3.2%3:59 PM EST
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To: wanna_bmw who wrote (149387)11/26/2001 9:06:10 PM
From: maui_dude  Read Replies (1) of 186894
 
Beamer, Re : "that Intel tends to have very high yields, overall (both line yields and die yields), so even if AMD has the advantage of smaller sizes, it doesn't do them very good if they are yielding low."

I wish Intel is not thinking and planning based on AMDs lower yields. If they are not competitive based on cost, they better accelerate the hyperthreading roadmap or reduce the P4 die size (or accelerate 300 mm and .09).

I agree with you, Intel is sitting quite pretty with desktops until Hammer comes out. They now have to find a way to not lose too much on the laptop segment until P4 .13 mobile is released.

Maui.
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