Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.84

+6.9%

2:42 PM EST

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To: wanna_bmw who wrote (79156)	5/2/2002 9:15:55 PM
From: Petz	Read Replies (2) of 275872

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 allowed 10% of Intel's high-end fab space for them to fabricate chipsets. I think that is plenty and here's why. Intel only has 50% market share for it's chipsets. So, if it sold 32M CPU's, it sold 16M chipsets. Yes, there is a northbridge and a southbridge for each chipset, but I would be surprised if any southbridges using 0.18u or better technology even exist. They only need to operate at 66 MHz whoop-de-doo, not exactly state of the art. So, the southbridges can be made in the old fabs. The northbridges are, at most, 20% of the die size of the average CPU. In Intel's case that's about 30mm. In addition, I would assume that a Northbridge has fewer layers, fewer processing steps and gets better yields than a CPU. So devoting 10% of fab space to them is more than enough. As for some of the other things mentioned by ELmer, all of them combined could not reduce their capacity by 33%, which is what would be required for them to claim 50% higher yields. Petz

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