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Technology Stocks : Intel Corporation (INTC)

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To: Time Traveler who wrote (47530)	2/10/1998 12:48:00 AM
From: Eric Yang	Read Replies (1) of 186894

Thank you for dropping by informing me us about this new Power PC 705 from IBM. You have been comparing 705 on 0.25um process with P-II on 0.35um! Why are you not comparing apples with apples? John, PPC 750 and 350MHz PPC 604e based on 0.25um process have been available in volume since Aug 97. They have been used in Macs for over 5 months. Isn't it fair to compare chips that are currently widely available? If AMD takes another 2 years to move to .25um process does that mean one must wait 2 years before a fair comparison can be made between Intel's product and that from AMD? I'm not here to tout PowerPC. I'm not even here to "compare" PPC 750 with Pentium IIs.(That would require 10 pages) There was some confusion regarding the "snail ad". I was simply trying to clarify a few things. And also have you noticed that even with such a small die size of this 705 thing, the price is still way much higher than P-II? I don't know where you're getting your price info from but PowerPCs are cheaper than Pentium II of similar performance, even when you factor in the L2 cache in the PII cartridge. No, the price isn't as cheap as one would expect for a chip that is 1/3-1/4 the size but the reason as I mentioned in my earlier post is production volume. Intel enjoys economy of scale. Somerset Design Center where PowerPC is designed houses some of the finest engineers in the world and it costs IBM, Motorola and Apple a handsome fee to run. Since the PowerPC market is about 1/8 to 1/10 that of Intel, each PowerPC chip must bear a higher % of R&D cost. Perhaps when PowerPC based NC ship in volume it will help reduce the overhead. Excluding R&D cost, IBM & MOT are able to fit 3-4 times as many chips onto a single wafer, even with the less tolerant .25um process, unit yield is much higher and cost is still significantly lower. The price listed in the chip announcement PR is generally inflated. As part of the AIM alliance Apple get's PPC chips at a huge discount. Eric

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