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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (116198)	6/18/2000 2:28:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 1572124

AlibiDan - Re: "Remember how you kept telling us all that AMD was in big trouble because it faced the costs of CPU+Cache+Module in its Athlon while Intel had the on-chip cache Coppermine? And that Intel could make big profits on chips that it was selling at AMD's cost of production? Most of us AMD longs thought the the profitability of CPUs was such that on-chip or off-chip cache wasn't a make or break issue. What's your current thinking on the topic?" It's a VERY SIGNIFICANT Issue ! Now, AMD has switched over to ThumperTurd, but has had to increase their silicon die size from 102 sq. mm. to 120 sq. mm, an increase of 18%. Intel is now switching over to the "C0" stepping of the Coppermine, with a 5% SHRINK, bringing their die size down to 101 sq. mm. This gives Intel a 19% die size advantage. Couple this with Intel's lower cost FC-PGA packaging (plastic) compared to the expensive multi-layered CERAMIC packaging of the ThumperTurd, and Intel still has a huge cost advantage. Paul