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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (32747)5/18/1998 2:14:00 AM
From: Yousef  Read Replies (1) of 1572025
 
Jim,

Re: "AMD will NEVER EVER have process technology the equal of Intel and if
even IBM does, AMD will have to pay IBM so much that what cost advantage is
gained from the smaller die will give way to what IBM charges to fab or
package the chips?"

I don't think I ever said that AMD "will NEVER" have process technology
the equal of Intel ... it is just that at .35um and .25um, Intel has been
ahead by 1/2 to 1 generation (1 - 2 years) over AMD. I think Elmer did a
good job answering your die cost question ... the fact is, Jim, Intel has
better yields than AMD. This is due to the fact that Intel runs more silicon
and thus "learns and improves" their processes faster. Also due to economies
of scale, Intel gets better prices on equipment and chemicals ... thus, Intel
has lower wafer costs and better yields. I would guess that these offset
any die size advantage of AMD (right now).

I also agree with you that Intel will continue to use their strategy of
keeping 2 - 3 speed bins ahead of AMD and aggressively pricing parts on the
mid - low end of performance ... seems to be working well. <ggg>

BTW, why are you so interested in these sorts of technical fundamentals ... don't
you just worry about the "tea leaves", Jim ??

Make It So,
Yousef
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