Intel Corporation (INTC) Message Board

STOCKTALK

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 : Intel Corporation (INTC)

INTC 40.56

+10.2%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: robert b furman who wrote (180796)	4/16/2005 5:36:21 PM
From: Elmer Phud	Read Replies (2) of 186894

Robert AMD should be given their due. The have an excellent design in Opteron and that side of the business makes money. They're doing the right thing in selling off Flash because they simply have to stop the bleeding and there's nothing else left to hock. Even their headquarters building was sold off and leased back. Now that we've given them their due, they have never understood the difference between a design and a product. Their designs have always been very difficult to produce and they've always had to push their process right up to the bleeding edge in efforts to have the performance to compete and enjoy ASPs that can keep the bill collectors away. For those reasons their great designs haven't been such great products. Intel is a long way's ahead in process technology and it costs a fortune to do the R&D. AMD has teamed with IBM and others to try and spread the cost but teaming with IBM on process development isn't quite the coup it once appeared. IBM was always thought to be the only peer Intel had in process technology, but that was when it was impossible to get any real insight into IBM's actual ability to produce what those great papers were describing. With IBM supplying POWER for customers it started to seem that they had a hard time producing volume. Moving to the foundry business showed more dirty laundry with customer after customer complaining about poor yields and poor performance. One has to wonder if IBM ever really was a peer of Intel's or just a great IEEE paper producing machine. Do you notice TWY's posts. He was a Process Engineer for IBM and it's interesting to see the hatred he has for Intel. Some interesting Psychology at work there me thinks... Anyway, back to AMD. They are having trouble ramping their 90nm process after originally claiming they would be 100% converted by Q1 of 2004. Over a year later they are still struggling. In terms of die output, they have not produced anywheres near the rated output of their fab for at least several process generations. It could be bad yields or it could be poor demand. Intel has avoided SOI which AMD uses because of the trouble associated with processing it. You be the judge of why AMD's output is low. They are claiming to have 65nm next year but they are just now describing an SRAM produced on 65nm technology. Intel described theirs in Oct of 2003. A sell off of the Flash unit would help meet large debt payments due over the next several years (if I read their 10-K correctly). AMD has limited R&D funds for new product development so they are pretty much a one trick pony at this point. Intel on the other hand has multiple designs going for anything you can think of and more that you can't.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next