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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 239.77-1.7%3:05 PM EST
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To: Elmer who wrote (66403)12/27/2001 6:56:38 PM
From: fyodor_Read Replies (1) of 275872
 
Elmer: You're entitled to your opinion, I don't share it

Without devulging any inside knowledge on the subject you may be privvy to, what do you believe the difference in yield between AMD and Intel is? (ratio or in terms of percentage points)

I'm really quite curious ;-)

I believe CuMine is no longer a high runner at Intel but with XBox that may change

Yes, clearly Coppermine is an "old" chip, but the same is the case with Tbird (my AMD example). That was pretty much the point, taking established, mature cores, instead of bringing something like the P4 into the picture.

Tualatin now as P3 instead. I have seen how many they get from a 12" wafer and it would make your jaw drop. When that is released for production Intel can sell those for a song and still make an excellent margin. Intel will own the lowend as well as the highend. IMHO.

Tualatin is clearly an awesome low-end chip - especially if Intel can ramp it in frequency (and initial indications would seem to support this). The main barrier atm would appear to be the performance of the P4! If Intel drove Tualatin hard and coupled it with a higher FSB, P4 would be a deep trouble in terms of performance ;-).

As it is, I believe Intel will keep Tualatin on a significantly slower bus than P4 and limit the ramp in frequency (e.g. by optimizing for high yield and low die-size instead), at least until P4 is well on its way on .13µm.

-fyo
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