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: Process Boy who wrote (91428)	10/31/1999 2:34:00 AM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

PB, <Otellini stated there are currently four .18 fabs in operation with a fifth scheduled to come online early next year.> Kind of mind-boggling if you ask me. Each fab is like worth a few billion dollars in capital equipment. Each fab is capable of cranking out a few hundred thousand CPUs per week, at the very least. Add to that the small die sizes of the mainstream Coppermines and Intel's experience in high-yield manufacturing, and we've got one hell of a production machine. Seems like IF (and that's a big IF) each of AMD's two fabs can match the yields and unit output of each of Intel's fabs, AMD can potentially reach 33% marketshare. Toss in lower yields, maybe a slower ramp-up, and the larger die sizes of Athlons (present and future), and AMD will be hard-pressed to meet Jerry Sanders' goal of 30% marketshare. Tenchusatsu