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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 212.49+5.7%12:18 PM EST

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To: combjelly who wrote (79154)5/2/2002 8:35:21 PM
From: wanna_bmwRead Replies (1) of 275872
 
Combjelly, Re: "True. But all of those are trailing technologies, 180nm or larger."

Ok, but what's your point? Calculate all Intel fab space, and only count what's being produced on .13u? I thought this exercise was in calculating Intel's manufacturing capabilities with respect to what they spend on development - sort of a way of proving that AMD is more efficient in their spending, or something.

Previous posts on this subject tried to estimate the number of wafers that Intel is able to start per week, given all the square footage of their fabs. Not only was the data questionable concerning the square footage measurements, but people were also ignoring other chips that Intel can manufacture with their fab capacity, and making wild guesses with respect to flash and CPU production.

Unless I am mistaken, parts based on .18u and smaller manufacturing also come out of Intel's fabs, and they can also be sold for revenue, and that represents a return on Intel's fab investment. Elmer is right. 50+ million chipsets, flash, embedded, I/O, networking, legacy, MEMs, development, etc. are all taking up space in the fabs. Intel is spending money in CapEx to increase their production capabilities to make and sell more of these chips, and thus try to become more profitable in the future.

But the problem is that there are too many variables, and most people were missing too much to make even an educated comparison between Intel and AMD. I believe that was Elmer's point. You might have missed it.

wbmw
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