Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

Jan 23 3:59 PM EST

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To: ptanner who wrote (80516)	5/22/2002 11:53:08 PM
From: Elmer	Read Replies (1) of 275872

What portion of the cost would you guess is fixed versus variable? As the P4 shifts to 0.13 it would seem reasonable to use the 0.18 for the next Celeron unless there are other products which could yield greater value from the 0.18 facilities. I'm looking at it from another angle. Why not just move all processor production to .13u and make the celeron a 256K or 128K L2 version of NorthWood? It would seem Intel doesn't choose this option for a reason. Perhaps they want all the .13u capacity for P4s? Why? Can't the .18u capacity be absorbed by chipsets with Intel owning ~65% of the market? If so then why produce .18u Celerons? There's another giant 300mm fab coming online next quarter. Why push a .18u product? A recent article showed Intel was the world's largest producer of comm/networking silicon. Does Intel need the capacity to meet this demand? So many questions... EP

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