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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (126466)	2/1/2001 5:48:08 PM
From: fingolfen	Read Replies (3) \| Respond to of 186894

He's also forgetting that intel is ~6 months ahead of AMD in getting to 0.13 micron. Intel's 0.13 micron P3's are due out Q2 or very very early Q3 depending on who you believe... Once Intel moves over to 0.13 micron the P4 becomes a reasonably sized chip with much lower cost per die. Intel is also WAY ahead of AMD in getting to 300mm with one fab built and 2 more under construction (one in Ireland and one in New Mexico). Intel has advertised a 30% per die cost reduction when they move to 300mm, which is going to start at least 2 YEARS ahead of AMD, as AMD stated their 300mm fab isn't slated for construction until 2004.

To: Tenchusatsu who wrote (126466)	2/2/2001 4:07:14 AM
From: tejek	Respond to of 186894

Wrong, Kap. The cost per die increases, but the overall manufacturing costs stay the same. By the way, I sure didn't see you shorting AMD stock when the Athlon debuted at a large die size of 180 mm2. Tenchusatsu, How can you question KKD? He rules! ted