SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.11+0.1%Dec 24 12:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: hmaly who wrote (71829)2/18/2002 12:22:09 AM
From: dale_laroyRead Replies (2) of 275872
 
>How will Intel outsell AMD 4-1,to the masses, with a high performance, and expensive chip designed for 5 to 10 % of the market.<

What you are overlooking is that Northwood has a smaller die size than the 0.25-micron Celeron (Celeron was 154mm2). Intel's problem is not large die size but potential overcapacity. Intel could easily afford to sell the 90nm P4 at an ASP under $100 if they had just enough capacity to meet demand. The problem is that four 300mm wafer fabs will provide far more capacity at 90nm than is needed to meet all the demands of the market.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext