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Technology Stocks : Intel Corporation (INTC)

INTC 37.32

+1.8%

Dec 30 3:59 PM EST

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To: wanna_bmw who wrote (150267)	11/29/2001 12:07:50 PM
From: Tony Viola	Read Replies (1) of 186894

AMD COO Hector Ruiz outlined the company's die-size differences during its financial analyst meeting on Nov. 8. Manufacturing at 0.18-micron process technology enables AMD to produce Athlon XP processors with a die size of 129mm squared, Ruiz said. Intel's P4 processor is 217mm squared. "Our manufacturing efficiency is second to none in the industry," Ruiz said during the investor conference. "We now estimate we have a 10 to 20 percent advantage on cost. We expect a 40 percent cost reduction by 2003." BMW, thanks for ferreting that out. In defense of Hector in this case, though, we don't know what all he's throwing into those cost calculations, do we? I mean, he may be including things like equipment depreciation, maybe even payroll. These would tend to overwhelm the savings that should be evident due to die size and yields alone. Tony

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