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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST
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To: wanna_bmw who wrote (162043)3/13/2002 4:14:50 PM
From: AK2004  Read Replies (1) of 186894
 
bmw
re: If it's the former, then that means more die per wafer, which could decrease costs overall.

assuming that the market is ready to absorb 100% more chips, sounds great to me. Otherwise it is just a variable cost

re: At least, that's how I looked at it in my previous message. If it's the latter, well, that's simply too horrid to imagine.

indeed it is so horrid to imagine that amd would not be able to double their unit shipments this quarter. :-))

It makes it funny that with all intel's production capacity we arrive to the only possible conclusion that amd's single fab, that produces 20% of what market demand, got real yield problems as compared to intel.

and, yep, I know that intel's chips are much larger :-))

Regards
-Albert
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