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Technology Stocks : Intel Corporation (INTC)

INTC 40.03

-1.3%

Dec 1 3:59 PM EST

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To: combjelly who wrote (152140)	12/11/2001 10:15:25 PM
From: Elmer	Read Replies (1) of 186894

As I have said before, both AMD and Intel have problems with binsplits. The competition on MHz have left both companies with a fair percentage of product that they cannot sell because of their binning out at un-economic speeds. I tend to believe that AMD can sell a larger percentage because their products bin out higher, but it is a moot point. PIIIs (and Celerons at 0.18 micron) tend to bin out at around 866MHz or lower. But, unfortunately for Intel, they don't sell very well. XBox is God send as a result. AMD chips tend to bin out higher for a variety of reasons, but AMD does not have a good outlet for those chips that don't bin out at over 900MHz. I challenge your claims. I know you don't have a link to support your position but you didn't even present a plausable theory showing how Intel has poor binsplits and can't sell lower speed bins. With the ability to pretty well predict max frequency at wafer sort it would seem possible to divert lower speed die to celeron where the demand would use up the lower speed bins. So it is unlikely a large inventory built up of low speed parts. Furthermore, with continuous improvement it is also likely that Intel simply doesn't get any binsplit anymore as low as 866MHz as you claim they're at or lower. A year or more ago this was probably not the case. So yeah, you can call me an AMDroid, but I think that I am a little above that. Admittedly, I will troll every once in a while, but I at least try to be objective. I think that the PIII bins well below what an Athlon will on the same geometries. That's not what you said. I too agree that Athlon no doubt bins higher but you said PIIIs tend to bin at 866MHz or lower. I think you're way off here. EP

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