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.

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

To: Eric K. who wrote (116414)	6/19/2000 12:39:00 AM
From: steve harris	Respond to of 1577081

Eric, re:die size You get three guesses and the first four don't count. :o) steve

To: Eric K. who wrote (116414)	6/19/2000 12:48:00 AM
From: steve harris	Respond to of 1577081

Eric, re:duron/analyst die size Message 13542495 Closest I could find quickly. Kumar: Get a clue! steve

To: Eric K. who wrote (116414)	6/19/2000 12:51:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1577081

<Who was the analyst who proclaimed that Duron would not be price competitive with Celeron due to larger die size? I see 100 mm^2 for Duron and 106 mm^2 for the .18u Celerons.> That was our friend Ashok Kumar (and his buddy Paul Engle). These guys should wakeup and realize that Duron is quite competitive in die size with PIII - Duron's likely competition going into 2001. Duron&PIII ~100 mm2 Thunderbird/Mustang ~120mm2 Wilamette ~180mm2

To: Eric K. who wrote (116414)	6/19/2000 4:20:00 AM
From: Goutam	Respond to of 1577081

Eric, > Who was the analyst who proclaimed that Duron would not be price competitive with Celeron due to larger die size? I see 100 mm^2 for Duron and 106 mm^2 for the .18u Celerons. What do they know? They (some unknowingly) became FUDsters because they were led to believe how Duron can't be cost competitive with celeron. Ashok Kumar -- the expert with Intel's drawn lines in the sand; and the one that said AMD is a clown company and doesn't have a song or a prayer; and also the one that has a buy rating on AMD but bad mouths on every occasion - was among the first guys to spread this doubt. Goutama