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Technology Stocks : Intel Corporation (INTC)
INTC 36.34-0.1%3:59 PM EST

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To: kapkan4u who wrote (154780)1/11/2002 2:08:14 AM
From: wanna_bmw  Read Replies (4) of 186894
 
Kapkan, Re: "146 mm2 NW die is huge."

Do you really think that 146mm^2 will become a competitive disadvantage for Intel? With two more 300mm wafer fabs yet to come online, it's not like they will be short the capacity in 2002. It may be larger than the expected die size for Thoroughbred, but it's actually small compared to many of Intel's previous processor lines. It's even smaller than the .25u Mendocino Celeron, and Intel made plenty of margin on those. Could you give a better example of why you think the die size is so huge?

wbmw
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