Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (89361)	10/3/1999 3:33:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

RE:"The Coppermine will be MUCH cheaper for Intel produce - and MUCHMUCH CHEAPER than AMD' AThFlop." I thought the same thing when AMD came out with the K6-2 on a much smaller die size. Then again it comes down to yields. Still, I think MHZ captures the high ground and the Athlon should have that. Jim

To: Paul Engel who wrote (89361)	10/3/1999 4:43:00 PM
From: Dan3	Read Replies (3) \| Respond to of 186894

Re: The Coppermine will be MUCH cheaper for Intel produce... Paul, It's good to hear that Intel is focusing itself on the battle with VIA/Cyrix for the low end. AMD can tell you that it's tough to make money once the ASPs drop below $75, whatever your costs are. They can still vaguely remember the bad old days. Anyway, I guess that means that Intel won't be competing for any middle or high end sales until willamette shows up next fall, eh? Thanks for the good news, Danny3peat

To: Paul Engel who wrote (89361)	10/3/1999 10:07:00 PM
From: Charles R	Read Replies (1) \| Respond to of 186894

<For example --> Coppermine die size =~ 106 sq. mm WITH 256K on-chip L2 cache. Package it in a cheap FC-PPGA - even FURTHER COST REDUCTION, eliminating the daughter card, the plastic case, the pc assembly and the external L2 cache. For the AthFlop - 184 sq. mm !!! ANd it REQUIRES a daughter card, the plastic case, the pc assembly and the external L2 cache CHIPS.> As usual, biased, meaningless comparisons. Why do you have to compare a production part to a pre-production part? At 0.18 both Athlon and CuMine are ~100 sq. mm. Regarding external L2, your comparison sounds like K6-3 (integrated L2) Vs. PII/PIII (external L2). In case you haven't noticed, the winner was the one with higher MHz. If Intel, stays behind in MHz race, which it looks like where it is headed, Athlon's external L2 won't hurt AMD much. <Coppermine prices are going to knock YOU and AMD for a loop, > Right after it knocks Intel ...