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Technology Stocks : Intel Corporation (INTC)
INTC 36.20+0.1%Dec 26 9:30 AM EST

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To: Dan3 who wrote (153708)1/4/2002 11:08:17 AM
From: wanna_bmw  Read Replies (2) of 186894
 
Dan, Re: "No wonder Intel has to spend $10 on FAB space for every $1 AMD spends.

Intel spends $7,500 million on FABs per year and makes 100 million chips. AMD spends $800 million per year and makes 30 million chips. Intel's FAB costs per chip are $75, while AMD's are $27."


Nice QuantiMath. Please explain how you can take Intel's 2001 CapEx result and divide it by the number of CPUs sold, since Intel's Fab costs help them to manufacture many parts that aren't CPUs. Also, please explain how you've determined Intel's and AMD's fab costs per year, simply by taking the 2001 result, instead of averaging costs over, say, the last five years. Also, don't you think that being more than 6 months ahead of AMD in .13u manufacturing accounts for anything to Intel?

wbmw
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