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: Elmer who wrote (130691)	3/23/2001 1:02:49 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Intel says they will reach 2GHz on .18u And it was supposed to happen 3 months ago. That threat did get Ruiz to reveal some of the stuff AMD had waiting in the wings. But the 2GHZ P4 due "just after Christmas" according to the hints and rumors never appeared. Scumbria said he didn't think the P4 design was going to scale as easily as claimed. So far Scumbria's been right and Intel has been wrong. Maybe next month?

To: Elmer who wrote (130691)	3/23/2001 1:29:33 AM
From: THE WATSONYOUTH	Read Replies (1) \| Respond to of 186894

Also under current market conditions, capacity constraint isn't an issue so again, why is .13u a big deal? Well, if you accept that T bird will likely reach 1.4GHz with nothing other than a channel length reduction and that Palomino will likely reach at least 1.75GHz by the beginning of the 4th quarter (if needed), I don't think a 2GHz P4 will prevent AMD from selling out all their high end parts. This can't be good for Intel since AMD is adding capacity every week. This MHz/IPC tradeoff is not working out as well as Intel would have liked. So, as I see it, they better get to .13um before AMD or things could get far worse. By the way, is F20 the first .13um fab? Is this where the .13um process was developed? Are F22 and D2 the next two fabs scheduled to go to .13um? Are these new fabs?? If not, what are they producing now? Also, what about F17 and F24??? Thanks... THE WATSONYOUTH

To: Elmer who wrote (130691)	3/23/2001 6:37:21 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Elmer, re: "Considering that ASP is more important than die cost, just how significant is reducing your die cost by maybe 25%?" Do you have any idea what percentage die cost is of total cost of goods sold? Intel always talks about it as if it is significant, wrt to implementation of .13 and 300 mm wafers. John

To: Elmer who wrote (130691)	3/24/2001 12:19:11 AM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Elmer, Why is .13u so critical? Considering that ASP is more important than die cost, just how significant is reducing your die cost by maybe 25%? if it's already just a fraction of overall cost? Intel says they will reach 2GHz on .18u so again, why is .13u so significant? I think .13u is very significant for P4, because .18u part will never achieve performance dominance in its short remaining life. If Intel doesn't own high end, it is either owned by AMD or shared between the 2 companies, which is win for AMD. Intel valuation and future is based on dominating the CPU market, and it is not happening now. It will it happen until .13u P4, and even that is assuming that AMD will stumble. Joe