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Technology Stocks : Intel Corporation (INTC)

INTC 36.15

-0.6%

Dec 24 12:59 PM EST

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To: Elmer who wrote (150878)	12/3/2001 8:23:06 PM
From: Dan3	Read Replies (1) of 186894

Re: Hector's own statement that AMD enjoyed a ~10% cost advantage over Intel 1.) When Hector made that statement, most of Intel's sales were 90mm2 PIIIs and Celerons while AMD was shipping 120mm2 Thunderbirds and 100mm2 Durons. The few P4's shipping last quarter probably didn't bring Intel's average die size up to that of AMD's. 2.) My recollection was that the context was in response to a question about Intel's (relatively) near term 300mm wafer capacity. I think he was saying the .13 Athlon on 200mm wafers would be 10% cheaper than .13 P4 on 300mm wafers - which sounds about right given the savings expected from 300mm wafer vs. the savings from comparing a 117mm2 .13 P4 to an 80mm2 .13 Athlon - and my recollection is that he also used those numbers when he claimed AMD would have a 10% cost advantage. If P4 on .13 is bigger than 117mm2, then AMD's cost advantage would be more than 10%. 3.) Given that the FAB cost of even P4 on .18 is only a part of it the total cost of the chip (packaging, testing), and that on .13 all die costs will be coming way down, I'm not sure it's going to make much of a difference either way.

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