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Technology Stocks : Intel Corporation (INTC)

INTC 37.28

-0.6%

Dec 16 3:59 PM EST

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To: Paul Engel who wrote (151490)	12/6/2001 10:21:10 PM
From: Dan3	Read Replies (2) of 186894

Re: Most people don't do the simple math [on yields] Over the past 3 years, Intel has spent about $20 Billion on chipmaking facilities, while AMD has spent about $2.5 Billion. Let's say a third of Intel's costs are for flash, etc. while all of AMD's costs are for CPUs. So Intel spent (at least) $14 Billion on CPU plant, while AMD spent $2.5 Billion. Intel spent 5+ times as much, yet their plants only produce 3 times as many chips. The average (median) size of Intel CPUs has been smaller than AMD CPUs, since many are .18 PIII/Celeron at 90mm2 or .13 mobile PIII/Celeron and Celeron at 79mm2. As Intel ramps 217mm2 P4s (and even Northwood won't be tiny) that will change. Meanwhile, AMD's chips are Athlons at 129mm2 and Durons at 100mm2. AMD's yields are fine, and there is no way Intel should be finding itself low on anything after spending all that money on their FABs. And AMD longs aren't stuck withe vague "our yields are the bestest in the universe!" banalities from the company, they way you are. AMD has publicly and on the record stated they are getting 90% yields (200 die off an 8 inch wafer). If either company is having yield problems, it's Intel.

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