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Technology Stocks : Intel Corporation (INTC)

INTC 40.78

+0.7%

Dec 10 3:59 PM EST

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To: wanna_bmw who wrote (151430)	12/6/2001 8:49:47 PM
From: Elmer	Read Replies (1) of 186894

The size of the Pentium 4 die being a "penalty" is a common misconception. In reality, Pentium 4 is smaller than die from other Intel micro-architectures in the past. In fact, once shrunk, the second generation Pentium 4 will be smaller than the second, third, and fourth generation P6 cores (being Klamath, Deschutes, and Katmai). Only at .18u did Intel really have a small P6 die with Coppermine. Northwood will probably yield about the same number of die per wafer that the "mendocino" celeron die did and this is only the second generation of P4. As you point out, real die size advantage didn't happen for P3 until the 5th generation. It's amazing that the hemdroids look at the first generation and think they know everything about P4 in terms of both cost and performance. Go figure... EP

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